Fields
Fields are used to store the information (name, address, age...) associated with each lead and are used in Screen Layouts to control what and how information is displayed from each lead.
Fields are owned by a Campaign Template and as such are shared by all Campaigns and Screen Layouts that belong to the same Campaign Type.
User Fields
If you create a new Campaign Template when importing a set of leads, a Field will be automatically generated for each column in your CSV (Excel) file. The field name is taken from the column heading in the CSV file.
Each field has a 'Display Type' associated with it which controls how it is displayed when used in a Screen Layout. The available set of display types are:
- Check box
- Date
- Drop list
- Phone Number
- Radio
- Text
- Text Area
When you first create an new Campaign Template during an import each of the fields will be initially defined as a 'Text box' field. You can modify the Display Type via the Field editor. Select the field you want to modify from the top lest and then change the fields settings in the bottom section of the page.
Field Lists
Some field types such as Drop list and Radio allow you to provide a list of values that the Agent can select from when entering data whilst on the phone to a lead. These are handy when you want to select from a defined set of options such as a persons income range, their age range, sex or marital status. To create the list select the appropriate Field Type and click the Edit button. Create the list of fields you want displayed. Note: you can control the order the list items are displayed in by dragging and dropping a list item as explained for fields in the Exporting section below.
Exporting
The order that fields are listed on this page controls the order that the fields will appear in Excel when exported. You can change the order of the fields using drag and drop.
To change a fields order. Click and hold the field then drag it down to a location between two other fields. Let go the of the mouse button and in a moment the list will be redrawn with the field in its new location.