Building Record Types and Adding Lead Fields
Building Record Types and Adding Lead Fields
By Chris and 1 other2 authors4 articles
- 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.