Discover how to use LeadLoft's new feature, Custom Fields, to streamline customize the fields and data you can store within leads.
Let's quickly guide you through a cool new feature in LeadLoft—custom fields! This feature is simple to use and now live for everyone.
Within this tab, you can see all your existing fields that are pre-set in LeadLoft. If you want to add more, here’s how:
If you need to track or attach contracts to deals, create a field named “contract” and select file upload as the field type. Keep it visible, and just like that, you have your new field set up!
Let’s say you want to assign account managers to leads. Create a field named “Account Manager”, select ‘user’ as the field type, and keep it visible. Arrange it at the top of the page if it’s a frequently used field, making it more accessible.
Once you’ve created a field, you can edit it like any other—simply save the changes once you’re done.
One amazing addition is the ability to filter leads using the custom fields you created. Each new field automatically adds a new filter option.
You can also use these fields to personalize your communication. For instance, while drafting an email, you can add personalization tags using custom fields, like naming the account manager in an onboarding email.
Creating and utilizing custom fields is pretty straightforward and efficient. Whether it’s for leads, deals, or contacts, these fields will appear where you need them. Feel free to experiment and make the most out of this feature to streamline your processes and interactions. If you run into any questions or issues, don’t hesitate to reach out to our team! See you in the next update.