Overview
Record Types allow administrators to segment different sales workflows and lead data based on product lines or verticals. Each Record Type in SalesExec includes its own workflow, fields, and data structure. Navigate to More → Settings → Step 1: Create Lead Fields to manage Record Types.
Key Functionality
Segment by Product or Industry
Create different Record Types to organize leads based on business units or verticals.Custom Lead Fields
Each Record Type supports its own unique collection of fields.Independent Workflows
Assign a unique Sales Workflow with statuses and actions to each Record Type.Enable or Disable Record Types
Toggle availability without deleting configurations.Skip DNC Check Option
Optionally bypass DNC validation for specific Record Types.Drag-and-Drop Ordering
Adjust the order of Record Types as shown in My Leads.
How to Use This Feature
Step 1: Access Record Types
Go to More → Settings → Step 1: Create Lead Fields.
Locate the Record Types section.
Step 2: Create a New Record Type
Select Add Record Type.
Enter the Record Type Name.
Choose a template if desired or start from a blank configuration.
Keep Status off until setup is complete.
Step 3: Configure Options
Review the Skip DNC Check on Insert option if needed.
Save your configuration.
Step 4: Reorder Record Types
Drag and drop Record Types to change the display order in My Leads.
Sidebar Menu and Settings
When you add a new Record Type, when enabled, is visible when you navigate to My Leads.
Note: Drag and drop the order of your Record Types to change the order in your My Lead list.
Adjust Record Type Order
Best Practices
Keep the number of Record Types streamlined to avoid overcomplicating reporting.
Use clear, intuitive names so sales users immediately understand each Record Type.
Use templates when setting up commonly used structures.
Only enable a new Record Type after workflows and fields are finalized.
Avoid enabling Skip DNC unless approved by compliance.
Troubleshooting
Record Type not appearing in My Leads:
Ensure the Status toggle is ON and user permissions allow access.DNC still being applied despite Skip DNC:
Recheck that the Skip DNC setting was saved properly.Unable to reorder Record Types:
Verify that drag-and-drop is being used in the correct section.Incorrect setup:
Disable the Record Type and create a corrected version.