Creating Monetary Custom Fields in LeadDec

Learn how to streamline your financial data management in LeadDec by setting up monetary custom fields. This guide provides a step-by-step process for creating fields dedicated to capturing monetary values, ensuring accurate and organized financial records.

1. Let's get started! Move to the settings tab.

1 To kick off, click here.

2. Once there, locate and select 'Custom Fields' in the options.

2 After, click on "Custom Fields".

3. Doing well! Now, you'll see an 'Add Field' button, go ahead and click it.

3 Click on "Add Field".

4. Next, you'll see various options, select the 'Monetary' one.

4 Click on "Monetary".

5. Once selected, there will be a preview section for you to check.

5 Next up, click on "Preview".

6. Like what you see? Move forward by clicking on the 'Next' button.

6 After, click on "Next".

7. You're doing great! Now add a name in the 'Field Name' section.

7 Afterwards, click on the element.

8. Now you will see a drop-down menu, click here to select 'group'

8 Following that, click on "Select".

9. You may also add a placeholder by clicking here.

9 Click on the element.

10. Next, another drop-down menu will appear for object selection.

10 Once that's done, click on "Contact".

11. If you're making a form or survey, add a prefill value here.

11 Click on the element.

12. Also, you can customize additional preferences by clicking here.

12 Click on "Additional preferences".

13. Want a unique key? Customize it by clicking here.

13 Click on the element.

14. Give your new custom field a description in the provided space.

14 After, click on the element.

15. Great job! Final step, just hit 'Save' to confirm your settings.

15 Following that, click on "Save".

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