1. Feature Overview
You can customize the lead card on the mobile app to show the lead details you want to see. Here’s what the default lead card looks like –
It can be customized to include the fields and identifiers your users need to see.
2. Customize the Lead Card
To customize the lead card on your mobile app –
- Login to the LeadSquared web application
- Navigate to My Profile>Settings>Mobile App>Customize Lead Card.
- Alongside the Customize Lead Card setting, click
.
- Drag and drop the fields from the hidden field column into the appropriate sections.
- Click Save.
2.1 Lead Identifiers
The default lead identifiers include –
- Lead Name: First Name + Last Name
- Email Id
- Phone Number
- Default text option.
These identifiers are displayed as 4 different options. If the first option field values are blank, the second option will be displayed. For example –
With the configurations in the screenshot above,
- If first name + last name are blank fields then option 2 – Mobile Number will be displayed as the identifier.
- If Mobile Number is also blank, then option 3 – Secondary Email will be displayed as the identifier.
- If Secondary Email is also blank, then option 4 – a static text message will be shown.
Note:
- All field types can be added
- Two fields can be added to each option. Both fields will be displayed with a space in between them.
2.2 Lead Fields
You can add only one lead field here. It is also not mandatory to add a field here, you can leave the section blank.
2.3 Lead Parameters
The lead parameters are displayed at the bottom of the lead card. It is mandatory to add at least 1 field to this section, and a maximum of 3 fields can be added.
Note: Only the following field types can be added to this section –
- Single select dropdowns
- Maximum 3 fields can be added
- Numbers
- Maximum 3 fields can be added
- Email
- Maximum 1 field can be added
- Email Icon will be shown on the Mobile App
- Phone number
- Maximum 1 field can be added
3. Lead Card on Android vs. iOS
Once you’ve customized the lead card, it will reflect instantly on the mobile app for all users.
Note:
- Clicking on the email icon will redirect the user to an email platform of his choice with the email field value auto-populated in the ‘Send to’ section of the email.
- Clicking on the phone icon will redirect the user to the phone dialler with the field value auto-populated in the dialler.
- If the field value is blank, then it will be displayed as a greyed out icon.
Here’s what a customized lead card looks like on Android –
iOS –
4. Reset the Lead Card to Default
To revert back to the default lead card –
- Navigate to My Profile>Settings>Mobile App>Customize Lead Card.
- Alongside the Customize Lead Card setting, click
.
- On the confirmation dialog box, click Reset Lead Card.
Any Questions?
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