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Customize Field Groups

Fields groups determine the lead fields that are visible to your team when using various features to work leads.

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

As an administrator, you can configure which lead fields display on which screens for your users within ClickPoint. It is entirely likely you collect more fields of information than what is relevant to your sales team. Configure only those fields which are relevant for your team to close more deals.

  1. Navigate to More > Settings > Lead Fields.

  2. Select Edit next to the Record Type you wish to create your sales view.

  3. Select the middle tab for Field Groups.

  4. Select Add Field Groups to create sections to house your lead field data. You can drag and drop your groups to organize the screen.

  5. Use the Visible On settings to determine which screens you want the groups to display on:

    1. LeadDetails - the field group will visible on a lead's details page

    2. Pull - the field group will be visible when users Pull leads or use the Power Dial feature

    3. QuickAdd - the field group will be available when using the Quick Edit feature to edit lead data and on the Add Lead page when manually creating new lead records

    4. Mobile - the field group will be available for users working leads on the mobile application

  6. Within your Field Group, select Add Field. Only those fields which are not a part of another Field Group are available to you. Once you add your lead fields, you can move them around with the group to designate their order.

  7. By default, the lead field display name will default to the field's description when you added your fields within the Record Type. However, you can click within the field and update the name that appears to your users.

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