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All collectionsSystem Settings: Tailoring LeadDec to Fit Your NeedsCustom FieldsManaging Custom Fields in LeadDec

Managing Custom Fields in LeadDec

Discover the secrets to streamlining your CRM processes with our comprehensive guide on managing custom fields in LeadDec. This article delves into the nuances of customizing your database to reflect unique business needs, enhancing data capture, and improving lead management. Whether you're a novice or a seasoned user, learn how to tailor LeadDec effectively to boost your operational efficiency and data insights.

1. Proceed to the settings by clicking here.

1 Click on "Settings".

2. Next, locate and select the 'Custom Fields' option.

2 Click on "Custom Fields".

3. Use the search tooI if you need to find specific custom fields.

3 Click on the element.

4. Check the box to select your required custom fields.

4 Click here.

5. Click 'Bulk Actions' for more operations on your selected fields.

5 Click on "Bulk Actions".

6. Feel free to edit your selected custom fields.

6 After, click on "Edit".

7. You may delete unnecessary custom fields by clicking here.

7 Click on "Delete".

8. Move your selected fields into a group, just click here.

8 Following that, click on "Move to Group".

9. Click here to copy custom fields unique key.

9 Click on the element.

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