How to Activate, Deactivate and Add Custom fields in Custom Lead Form?
“ Activate, Deactivate and Add Custom fields in Custom Lead Form “ easily by following these steps ➖
Step 1➖First Login to Sales CRM.
Step 2➖Click the Settings icon in the top right corner of the Sales CRM Dashboard. This will open a pop-up window. From the pop-up, click on the "Setup Option" This will open a form where you can “ Make your Custom Lead Form .”
Step 3➖Include the Desired fields by choosing "Yes” from their respective dropdowns. If you don't want a field included, select "No" from its dropdown. Additionally, you can make a field Required, Uneditable, or both ( The field is implemented in the form and is also Required ) using the options available in its dropdown menu. Then click on the “ Update ” to save the changes.
Step 4➖Click the "+" button to add New options for Lead status and Lead source.
Step 5➖Clicking on the “+ button” opens a page to Add or delete the Lead Status and Lead source.
- Click the "+" button to add a New field. Then, fill in the details
- To remove a field, click the "-" button next to it.
- Then click on the Update button to Save the Changes.
Step 6➖By default the Custom Lead form is Activated and if you don't want the custom Lead form then, check the deactivate checkbox and then, click on update it will deactivate the custom Lead form.
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