Creating Custom Lead Types

In GatorLeads you now have the option to create an additional 3 custom field types. These will appear on the "My Leads" tab in GatorLeads, you must have admin rights to be able to create/edit a LeadType.



You are now able edit the lead types which are the tabs that appear on the leads tab. You can access the tab by following the path below and highlighted in the image above.

Admin -> System Admin -> Lead Types


Edit Lead Type Names

Highlighted in the above image you will see the custom fields, these are the fields that you are able to edit and create new fields for.

1. Custom Field- Type your text in the single line text boxes

2. Hide- If you would like the fields to be hidden as you are not quite ready to use them you can select the hide switch

3. Reset form- If you would like to reset the form to revert back to the defaults click reset form.

4. To save your changes click 'Save'.


The fields now appear on the my leads grid

As you can see from the screenshot above the custom fields have now been added to the my leads tab.

Please Note: You are not able to change the default fields name in GatorLeads.