This screen allows administrators to define and manage the fields used to capture lead information in the CRM.
User can navigate this subsection under app or setting module from main blue navigation tool bar.
Columns and Details
- Name: The name of the field (e.g., Religion, IQ_Level).
- Id: Unique identifier for the field used internally by the system.
- Type: Data type of the field (e.g., text, number).
- Enable: Checkbox to enable or disable the field in lead forms.
- Use in Profile: Checkbox to indicate if this field should be displayed in the lead’s profile.
- Action: Edit or Delete options to modify or remove the field.
Other Features:
- Add Fields Button: Allows adding new custom fields to the lead schema.
- Navigation: The left sidebar shows other data-related settings like Tags, Short Message, and Source.