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”.
Note:

 

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 radio button icon.
    • To rearrange the order of the options, click Arrow to change the order of lead sources or Arrow to change the order of lead sources.
    • To remove an option, click .
  5. To add more options, click Add
  6. Once you’re done, click Save.

LeadSquared - Creating Dropdown Lead Field

 

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 radio button icon.
    • To rearrange the order of the options, click Arrow to change the order of lead sources or Arrow to change the order of lead sources.
    • To remove an option, click .
  5. To add more options, click Add
  6. Once you’re done, click Save.
*Note: To create dropdown fields with more than 1lakh options/values, see Large Options Set.

LeadSquared - Creating Searchable Dropdown Lead Field

 

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 radio button icon.
    • To rearrange the order of the options, click Arrow to change the order of lead sources or Arrow to change the order of lead sources.
    • To remove an option, click .
  5. To add more options, click Add
  6. Once you’re done, click Save.

LeadSquared - Creating Dropdown with Others Lead Field

 

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!

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