Building Record Types and Adding Lead Fields
Building Record Types and Adding Lead Fields
By Gabriel and 1 other2 authors4 articles
- How to Create and Configure Record Types in SalesExecLearn how to create Record Types in SalesExec to organize leads by product or industry, configure custom lead fields and workflows, and manage their visibility in My Leads.
- Set Up Lead System FieldsIdentify key fields in your record type so SalesExec can use lead data for email, calling, maps, and lead distribution.
- Editing Lead Fields - Duplicate CheckUsing duplicate check will ensure bad leads from multiple sources do not make their way to your sales floor
- Configure Duplicate Lead ActionsMerge newly created duplicate leads into existing leads by appending or replacing lead field data.