How to Create and Configure Record Types in SalesExec

Record Types in SalesExec allow administrators to organize leads into separate categories by product, service, business unit, or industry.

Each Record Type provides a dedicated structure for managing lead information and sales processes, including its own:

For example, a company offering multiple services may need different information and sales processes for each product line.

A pest control company might create separate Record Types for Residential Pest Control, Termite Inspections, and Mosquito Treatments.

A financial services company might use Mortgage Refinance, Purchase Loans, and Home Equity.

By separating these lead categories, SalesExec allows organizations to manage different sales processes without requiring every representative to work from the same fields and workflows.

Navigation: More → Settings → Step 1: Create Lead Fields

SalesExec Record Types allow administrators to:

Think of a Record Type as the foundation for a particular sales process.

A Record Type determines the type of lead being managed and provides the structure for the information and workflows associated with that lead.

For example:

These examples are illustrative. Your organization can configure Record Types based on its own business requirements.

Record Types are especially useful for organizations that manage multiple products or services requiring different qualification questions, lead information, or sales processes.

This section allows administrators to create and manage the Record Types used within SalesExec.

Screenshot or animation: Navigating to Record Type settings.

Examples of Record Type names include:

Choose a name that clearly identifies the product, service, or business process associated with the lead.

Best Practice: Use names your sales representatives will immediately recognize when navigating between different lead categories.

When creating a new Record Type, review its Status setting.

The Status toggle controls whether the Record Type is enabled and available for use.

For a new Record Type, it is generally best to leave the Status toggle OFF until the configuration is complete.

This allows administrators to prepare the required lead fields and workflows before making the Record Type available to users.

Why it matters: Enabling a Record Type before its configuration is complete may create confusion for representatives who encounter an unfinished sales process.

SalesExec includes an optional setting called Skip DNC Check on Insert.

This setting allows administrators to bypass the standard Do Not Contact check performed when new leads are inserted for that Record Type.

Important Compliance Consideration

Do Not Contact checks are an important part of managing prospect communication preferences and supporting regulatory compliance.

Bypassing these checks may introduce compliance risks.

Only enable Skip DNC Check on Insert when your organization's authorized compliance personnel have reviewed and approved the specific use case.

Disabling this check does not eliminate the organization's obligations under applicable telemarketing, calling, SMS, email, or consent requirements.

For most standard sales lead management scenarios, the recommended approach is to retain DNC validation.

After entering the Record Type name and reviewing the available settings:

You can continue configuring the associated lead fields and sales workflows as needed.

After creating the Record Type, configure the lead information and sales process that will be used with it.

Lead Fields

Define the fields needed to capture and manage the relevant lead information.

For example, a mortgage Record Type might require loan-related information, while a pest control Record Type might require property and service details.

Sales Workflows

Configure workflows that reflect how representatives manage leads for that Record Type.

This may include:

Example:

A company creates a Termite Inspections Record Type.

It can configure fields related to the property and inspection request, then establish workflows for contacting the homeowner, scheduling an inspection, and tracking the sales outcome.

This helps representatives follow a process designed for that particular service.

Once the Record Type's fields and workflows have been configured:

When enabled, the Record Type becomes available in the My Leads area, subject to applicable user access settings.

SalesExec allows administrators to control the order in which Record Types appear in the My Leads navigation.

To change the order:

This allows organizations to place frequently used Record Types in more convenient positions.

Example:

If your company primarily sells Residential Pest Control but also manages Termite and Mosquito inquiries, you may want Residential Pest Control to appear first.

Screenshot or animation: Adjusting the Record Type display order.

Consider a home services company that offers three different services.

Rather than forcing every representative to use the same lead fields and workflow, the administrator creates three Record Types.

Residential Pest Control

Lead fields may include property type, pest problem, and service address.

The sales process may focus on contacting the homeowner and scheduling recurring service.

Termite Inspections

Lead fields may include inspection request details, property information, and signs of termite activity.

The sales process may focus on scheduling an inspection and following up on the proposed treatment.

Mosquito Treatments

Lead fields may include property size, treatment preferences, and service location.

The sales process may focus on seasonal treatment packages and appointment scheduling.

By organizing these services into separate Record Types, each sales process can use the fields, milestones, and actions appropriate to the service being sold.

Create Record Types for Meaningfully Different Sales Processes

Use separate Record Types when products, services, or industries require different lead fields or workflows.

Avoid creating unnecessary Record Types when the same structure can support multiple lead categories.

Use Clear Naming Conventions

Choose descriptive names that make it easy for representatives to identify the correct Record Type.

Use Templates When Appropriate

If an available template closely matches your business requirements, use it as a starting point.

Complete Configuration Before Enabling

Review lead fields, workflows, statuses, and actions before making a Record Type available to sales representatives.

Keep DNC Validation Enabled Unless Specifically Approved

Treat the Skip DNC Check on Insert setting as a compliance-sensitive option rather than a routine configuration choice.

Organize Record Types by Frequency of Use

Use drag-and-drop ordering to place the most commonly accessed Record Types where representatives can find them quickly.

Review Record Types Periodically

Evaluate whether existing Record Types still reflect your organization's products, services, and sales processes.

A Record Type is a configurable structure used to organize leads by product, service, industry, or business process.

Each Record Type can have its own lead fields and sales workflows.

Multiple Record Types are useful when your organization manages different products or services that require distinct lead information or sales processes.

Yes. Record Types support their own collections of lead fields so administrators can capture information relevant to each product or service.

Yes. Record Types support independent workflows, including the statuses and actions used to manage leads through the sales process.

Yes. The Status toggle allows administrators to disable a Record Type without deleting its configuration.

Check whether the Record Type is enabled and whether the user's permissions allow access.

Yes. Administrators can drag and drop Record Types to change their display order in My Leads.

This setting bypasses the standard DNC validation performed when new leads are inserted for the selected Record Type.

It should only be used when the organization has reviewed and approved the associated compliance implications.

Not necessarily. Record Types are intended to organize different lead data structures and sales processes.

Marketing Channels, Lead Sources, and Campaigns are better suited for distinguishing marketing acquisition activities when the underlying lead structure and sales process are the same.