Lead Settings
- Store CFS Files on Your Own Amazon S3 Bucket
- Managing and Configuring Lead Stages
- Integrate Mavis DB With Smart Views
- Customize the Lead Details Page/View (LDVC)
- Smart Views as Home Pages
- View a Lead’s Documents/Images in a Slideshow
- Associating Leads through Custom Field Sets
- Large Options Set – Create a Large Number of Drop-down Options
- Adding Custom Field Sets to Leads
- Custom Field Sets (CFS)
- Smart Views for Administrators
- How to Make a Custom Field Unique
- How to Make the Phone Number field Unique
- How to Create a Multi Select Dropdown Field?
- Dependent Lead Fields
- Manage Marketing Tags
- Capture Sales Activities
- Manage Lead Tags
- How to find Schema Name of a Lead field?
- How to Create a Dropdown Type Lead Field
- Lead Form Customization
- Control Phone Number Format while Capturing Leads
- How to Create Custom Lead Fields
- Settings: Managing Lead Sources