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Define the Required Details for Leads to be Entered

Last Updated: Dec 20, 2017 03:53PM EST

To ensure your CSRs and sales staff are entering the most important information to best work a lead, administrators can set certain fields of the add lead screen to be required, or hidden to save submission time. 

This can be useful as you may require certain information for each lead in order to get more accurate reporting (e.g, campaigns, original contact method). It can also cut down on the time CSRs spend on the phone by only taking the system required details. 

To require or hide fields from the add lead screen:

1. From the menu, click Settings --> Sales & Marketing Settings.
 
 

2. Go to the section Lead Management and click "New Lead Fields."
 

 

 

3. Click the check boxes to either require or hide certain areas of the add lead screen. Areas that are system required can not be modified. 

 

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