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How to Use and Customize the Lead Details vCard?

The Lead Details vCard allows you to view, edit and share the Lead Details from the Lead Details window. The fields of this vCard are customizable.

Prerequisite

  • You should be an Administrator user of your LeadSquared system to customize the fields of the Lead Details vCard form from the Settings section.

Procedure

How to Access the Lead Details vCard?

  • Click the required Lead and Lead Details window of the corresponding lead appears.

  • Hover over the vCard and the edit and share buttons appear.

lead-vcard

  • Click edit-button to edit the Lead Details. After updating the details, click Save.

edit-and-save-vcard

  • To share the Lead Details with a LeadSquared user, click share-button. The Share Lead – <Lead Name> pop-up box appears.

share-lead

  • In the Share with field, enter the LeadSquared user with whom you want to share the Lead Details.
  • In the Notes field, enter the required description and click Share. The lead is shared successfully with the message highlighted in the image below.

share-lead

  • In the Share with field, enter the LeadSquared user with whom you want to share the Lead Details.
  • In the Notes field, enter the required description and click Share. The lead is shared successfully with the message highlighted in the image below.

shared-confirmation

The Metric Section below the lead details shows field values like Lead Score, Lead Quality and so on. You can customize this area to show field values of your choice. This is explained in the latter section of this article.

The Lead Properties section allows you to view and edit the the lead properties like Lead Owner, Lead Source and so on. This area is customizable and can be replaced with the Lead Fields of your choice.

lead-properties

  • Click edit-button2 to edit the Lead Fields.

lead-properties2

  • Click save-button to save.

How to Customize the Metric and Lead Properties section of the Lead Details vCard?

The Metric and Lead Properties section of the Lead Details vCard is customizable with fields of your choice. To do this:

lead-forms-window

  • From the Select to edit drop-down field, select Lead vCard.

In the Metric Section of the form, a maximum of four fields are allowed. Search and drag-drop any numerical lead field from the Hidden Fields section to here.

Note: The Metric Section allows only numerical lead fields.

The Lead Properties section allows you to have any number of Lead Fields. Search and drag-drop any fields from the Hidden Fields section to this area.

Note: You can filter numeric fields from the Hidden Fields drop-down field as shown in the image below:

filter-for-numeric

  • Once the customization is completed, click Save. The customizations made reflects in the Lead Details vCard of every lead.

Note: You can reset the customizations you had made to the Lead vCard form. To do this, click Reset to default and the form is reset to the default lead fields.

reset-to-default

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