Lead Settings
- Integrate Mavis DB With Smart Views
- Lead Details Customization
- 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
- 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?
- Specific Scenarios in Dependent Lead Fields
- Determining the Drop-down Lead Fields to Create Dependency
- Dependent Lead Fields
- Manage Marketing Tags
- Capture Sales Activities
- How to find Schema Name of a Lead field?
- Managing Lead Stages
- Understanding Lead Stages
- How to Create a Dropdown Type Lead Field
- Lead Form Customization
- Control Phone number format while capturing leads
- Configure Lead Stages
- How to Create Custom Lead Fields
- Settings: Managing Lead Sources
