Default lead structure
To avoid the usual problems caused by using numerous fields in lead-creation, we gather this information in a single large text field.
Nevertheless, you are still able to preset the basic information you require for when a lead is created.
It's also important to define the type of fields needed for better card scan recognition and connection with other software.
To do this, go to Admin > Default fields.
Preference for Admins: From Admin > Account settings, you can now choose to have all your predefined fields automatically added when a lead is created from an e-mail or by scanning a business card.
Also, if you have already created leads that do not contain all the default fields you want, you can add the fields in a single click:
Tip: Don't add the customer/company name – try to keep it for the title of a lead. When you add a field, you can set the field type (phone number, email, text field), so it's easier to find specific information later.
Several contacts for the same lead
If you have several contacts for the same lead, you have to add them all inside the lead. We don't manage contacts, we manage leads.
The default lead structure would then be:
- Main Contact: John Doe
- Main email: firstname.lastname@example.org
- Secondary Contact: Jane Doe
- Secondary email: email@example.com