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Custom Field

Managing Lead Intake Questions

Written by ZevBit Software

Overview

The Custom Field section allows administrators to manage the questions used when collecting information from potential client/leads. These questions help gather important details about a customer's request before the project begins.

Custom Field allows companies to standardize the information collected from prospects, ensuring teams have the necessary details to properly evaluate and respond to incoming leads.

Navigate to Settings from the main navigation menu, and click the Custom Field tab.

This page displays the list of questions currently configured for lead intake.

The tab displays a list of existing questions, including:

  • Question title

  • Created date

  • Created by (team member)

  • Actions (edit or delete)

Users can rearrange questions by dragging and dropping.

Adding a Custom Field

To add a new question:

  • Click the "Add" button.

  • A pop-up will appear with fields:

    • Question title

    • Question type: Dropdown, Text Area, or Text Box.

    • If "Dropdown" is selected, add dropdown options.

  • There are two toggles:

    • "Required": If enabled, this question must be answered when creating a lead in CRM.

    • "Add as Column in CRM": If enabled, users specify the column name, and the question will appear as a column in the CRM client list.

  • Once confirmed, the question is added to the list and will appear during lead creation.

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