How to Create a Dropdown Type Lead Field

1. Feature Overview

For lead fields that contain multiple options (such as course, product type, salary range, etc.), you can create dropdown type lead fields from which leads can select the option most relevant to them. The following dropdown types are available in LeadSquared –

• Dropdown – A regular dropdown field that displays all the available options.
• Searchable Dropdown – A dropdown that shows options based on the search words your leads enter.
• Dropdown with Others – A dropdown field that includes the option “Others”.

• To create a dependency between two dropdown fields, see Dependent Lead Fields.
• You can also create multi-select dropdown type lead fields.
• To know how to create other lead field types, refer to How to Create Custom Lead Fields.

2. Prerequisite

You must be an Admin User of your LeadSquared account.

3. Create a Dropdown Field

1. Navigate to Settings>Leads>Lead Fields, and click Create. 
2. From the Data Input Type dropdown, select Dropdown.
3. From the Show as dropdown, select Dropdown.
4. Under Select Options, enter your options.
   • To set an option as default, click .
   • To rearrange the order of the options, click or .
   • To remove an option, click .
5. To add more options, click Add
6. Once you’re done, click Save.

4. Create a Searchable Dropdown

1. Navigate to Settings>Leads>Lead Fields, and click Create. 
2. From the Data Input Type dropdown, select Dropdown.
3. From the Show as dropdown, select Searchable Dropdown.
4. In the textbox displayed, enter your options in comma-separated format, or click Click here to import a CSV file of options*.
   • To set an option as default, click .
   • To rearrange the order of the options, click or .
   • To remove an option, click .
5. To add more options, click Add
6. Once you’re done, click Save.

5. Create a Dropdown with Others

1. Navigate to Settings>Leads>Lead Fields, and click Create. 
2. From the Data Input Type dropdown, select Dropdown.
3. From the Show as dropdown, select Dropdown with Others.
4. Under Select Options, enter your options.
   • To set an option as default, click .
   • To rearrange the order of the options, click or .
   • To remove an option, click .
5. To add more options, click Add
6. Once you’re done, click Save.

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!