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Add new leads window --> will it be possible to add further fields (more than just phone, email, etc
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Hello PD Team, will it be possible to add further fields (more than just phone, email, etc) in the Add new leads window --> thinking about inputting LinkedIn (other social networking) URLs.
When we input a lead, it would be helpful to add their LinkedIn, XING, etc URL (then it is important that the link opens in a new window) as most people look them up anyway on those networks to have a reference going forward.
Thanks and best regards!
Christian
Comments
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@Christian Finke thanks for writing! There's currently a team working on making custom fields and other functionality available on the leads inbox 🚀
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Great - I had the same question so thanks for confirming this is under development!
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Also more than one phone number! Work and mobile would be nice!
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John Edwards said:
Also more than one phone number! Work and mobile would be nice!
This will be possible after our update in a few weeks! (edit: due to technical difficulties this is taking longer than expected.)
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Ben Ruck said:
Hi Mike. Is this feature close to release? We are looking forward to it, as we miss crucial information when adding new leads at the moment. Cheers Ben
Hi @Ben Ruck
Currently in case there's data in the Lead field for example coming from a web form, the live chat or another source we display the following types:
- Address
- Autocomplete
- Date
- Date range
- Large text
- Monetary
- Multiple options
- Numeric
- Organization
- Person
- Phone
- Single option
- Text
- Time
- Time range
The following fields are also editable in the leads section:
- Date
- Large text
- Monetary
- Multiple options
- Numeric
- Phone
- Single option
- Text
I hope this helps 🚀
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Hi Mike,
Thanks for the reply, but it does not help unfortunately. What I meant is that if we add a Lead manually, there are very limited fields available to fill out, and the custom fields that do show are not relevant for us for a Lead stage. Can we customise which fields show when we manually add a Lead (configurable like with Add deal and Add Person)
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Ben Ruck said:
Hi Mike,
Thanks for the reply, but it does not help unfortunately. What I meant is that if we add a Lead manually, there are very limited fields available to fill out, and the custom fields that do show are not relevant for us for a Lead stage. Can we customise which fields show when we manually add a Lead (configurable like with Add deal and Add Person)
Hi @Ben Ruck not at the moment unfortunately
what fields and type of fields would you like to see when adding a lead manually and why? I can then pass this feedback on to the team 0 -
Well the point is that these are custom fields that we have added to Contact persons. It looks now that some random custom fields are selected, I have no idea why specifically these are selected, but for instance we have defined three fields for a name (e.g. a Ditch name like Jan de Groot): "First name" (e.g. Jan), "Insertion" (e.d. de) "Last Name" (e.g. Groot). I would want to have these fields accessible when we manually ad a Lead, but now only "Insertion" is chosen (no idea why). Also it now shows wether or not this person needs to get a Christmas card (custom field yes/no) which after this month makes no sense at all ;-).
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Ben Ruck said:
Well the point is that these are custom fields that we have added to Contact persons. It looks now that some random custom fields are selected, I have no idea why specifically these are selected, but for instance we have defined three fields for a name (e.g. a Ditch name like Jan de Groot): "First name" (e.g. Jan), "Insertion" (e.d. de) "Last Name" (e.g. Groot). I would want to have these fields accessible when we manually ad a Lead, but now only "Insertion" is chosen (no idea why). Also it now shows wether or not this person needs to get a Christmas card (custom field yes/no) which after this month makes no sense at all ;-).
Gotcha @Ben Ruck good feedback. I know that custom fields visible in leads now are those also set for deals. Not those for contact persons. Nonetheless, I understand your feedback and will make sure this reaches our team who will work on improvements to the whole leads area over time.
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