Leads are the lifeblood of your business. Creating and managing them efficiently in SubcontractorHub means no potential customer falls through the cracks — every opportunity gets tracked, followed up on, and moved toward a sale.

From the main menu, open the“Manage Database” dropdown and select“Database”.

Select the “Page Layout” option. Adding Custom Fields​

Click "Custom Fields" and choose the "Lead" category to begin creating fields.

Click “Add”.​

Fill out the custom field details.​Note:In the“Label” field, enter the name of the field (e.g.,City).The“Key” will automatically generate. The key is a unique identifier used to collect and store data in SubcontractorHub’s backend.To make the field obligatory (marked with a red asterisk), select“Yes” in the“Is Required” dropdown; otherwise, select“No”.Select the field type in the“Type” dropdown. Types includetext,text area(a larger text box),file,dropdown(in which you can add dropdown options),date and time,numberorcurrency.In the“Predefined Values” dropdown, you can select a value, which will autofill your custom field. For example, selecting the“city” value will autofill the lead’s city, without having to enter it manually. Predefined values vary greatly, allowing you to pull data ranging from thecontact nameto thepercentage of the contract price(if the lead converts to a customer and a deal is closed).​

Click “Save”.​

Click the"Edit" icon on the left to enable or disable a field.​

Click the"Edit" icon on the right to update the field details.​

Click the"Delete" icon to delete a field. Adding A Page Layout

Click on the “Lead” category under the “Layouts” section of the “Page Layout” tab.​

Click “Add”.

Enter thenameof the page and assign it to arole.

Click “Next”.

Click on the “Add” button on the “Custom Sections” bar to add a section to the layout.​

Name the section and click “Add”.

Click on astandardorcustomfield and drag it into the custom section to add it.

Click “Save”.​

You can now view the custom page layout.​

Click on the"Edit" icon to enable or disable the page layout. Click on the"View Detail" icon to view the layout details and edit if necessary.

💡 A roofing company creates a new lead in SubcontractorHub as soon as a homeowner fills out their website form. The lead is instantly assigned to the next available sales rep, who calls within 5 minutes — beating the competition every time.