Creating Record Types

Create Record Types for specific products or industry types. Record Types house sales workflows, lead fields and lead data.

Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

Record types are used to segment out different sales workflows and lead field data. It is okay to group the same type of product within a single Record Type providing the sales process is similar. Consider separating out a Record Type if captured lead data and sales processes differ between your product types.

To create Record Type:

  • Select More > Settings 

  • Within the heading of Get Leads Into ClickPoint. Click Step 1: Create Lead Fields.

  • First Click Add Record Type and then enter a name.

  • Create from a selection of templates or leave blank to include basic field data.

  • Status is OFF as a default; you must click Status to Enable and turn it on. If you are configuring a new Record Type, leave disabled until you are ready for your sales team to use. 

  • Enable Skip DNC Check on Insert if you wish to ignore the automatic Do Not Call check on lead creation. This is useful if at one point in the past, a lead asked to marked 'Do Not Contact' but perhaps they filled out a new lead form asking for more information about your services. 

  • Then select Save.

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

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