Building Record Types and Adding Lead Fields
Building Record Types and Adding Lead Fields
Creating Record TypesCreate Record Types for specific products or industry types. Record Types house sales workflows, lead fields and lead data.
Setting up Lead System FieldsSetup system fields to denote important lead fields within your Record Type. These are used for templates, calling, and emailing
Editing Lead Fields - Duplicate CheckUsing duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor
Duplicate Lead TasksAdd Duplicate Lead Actions to merge newly created leads to existing ones by appending or replacing lead field data.