Overview
Field groups in SalesExec allow administrators to control how lead fields are organized and displayed throughout the platform. By grouping related fields together and controlling where those groups appear, admins can simplify data entry, reduce screen clutter, and ensure users see only the information that matters for their workflow.
Field groups impact how lead information is shown across multiple areas of SalesExec, including lead detail views, pull and dialing screens, quick add and edit forms, and mobile access.
Key Functionality
Create custom field groups to logically organize lead fields.
Control which field groups appear on specific screens.
Define the order in which field groups and fields are displayed.
Customize field display names for clarity and usability.
Improve efficiency by tailoring lead views to different workflows.
How to Use This Feature
Navigate to More > Settings > Lead Fields.
Select Edit next to the Record Type you wish to create your sales view.
Select the middle tab for Field Groups.
Select Add Field Groups to create sections to house your lead field data. You can drag and drop your groups to organize the screen.
Use the Visible On settings to determine which screens you want the groups to display on:
LeadDetails - the field group will visible on a lead's details page
Pull - the field group will be visible when users Pull leads or use the Power Dial feature
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
Mobile - the field group will be available for users working leads on the mobile application
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.
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.
Best Practices
Design field groups around real workflows, such as contact details, qualification data, or lead source information.
Limit the number of fields shown on pull and quick add screens to avoid overwhelming users.
Use consistent naming conventions for field groups and display names.
Review field group configurations regularly as sales processes evolve.
Keep mobile field groups especially concise to improve usability on smaller screens.
Troubleshooting
If a field does not appear, confirm it has been added to a field group and that the group is visible on the correct screen.
If a field is unavailable when adding to a group, check whether it is already assigned to another field group.
If display name changes do not appear immediately, have users refresh or re-log into SalesExec.
Remember that field groups affect display only. They do not remove or modify lead data.