Custom fields tab

Custom fields tab in the Leads Functionality

As a LeadsWithDemos user (Creator), the Custom Field Tab is your go-to place for tailoring lead data collection to your specific needs. This tab allows you to create and manage custom fields, which are additional data points you can add to each lead’s profile.

Whether you need to track unique information like lead preferences or specific details, the Custom Field Tab enables you to add these bespoke elements and map them with your lead forms. This not only enriches your lead database with valuable, targeted information but also aids in segmenting and understanding your audience more effectively.

By using custom fields, you gain deeper insights into your leads, helping to inform your marketing strategies and personalizing your outreach. The flexibility and depth provided here are invaluable for fine-tuning your lead management and enhancing the effectiveness of your interactions with potential customers.

In the Custom Fields Tab of your LeadsWithDemos site, you’ll find essential tools to customize your lead profiles

Add Custom Field Button

This feature allows you to create new custom fields. Whether you want to collect specific information about leads or categorize them uniquely, this button is your first step. Clicking it opens a popup window where you can add information regarding your new field that fits your unique business needs.

Details Table

Select Box

Located at the beginning of each row, the Select Box is a practical tool for selecting multiple custom fields at once. This feature is particularly handy when you need to apply bulk actions like deletion, saving you time and streamlining your workflow.

Field Names

This column displays the names of the custom fields you have created. It gives you an immediate overview of the types of additional data you are collecting from your leads, helping you to quickly navigate and manage these fields.

Actions Column

Here, you have the option to modify or delete your custom fields. The ‘Edit’ option allows you to update the field’s name and other details, ensuring that it remains aligned with your evolving data collection needs. The ‘Delete’ option is handy for eliminating any fields that have become redundant or irrelevant, helping to maintain the relevancy and efficiency of your data collection process.