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customize

Customize

Customize has replaced the Miscellaneous page and this is where Additional Sources, Statuses, Urgencies and Tags can be managed. To manage these customizable attributes in the Lead Manager, simply go to Customize under the Settings tab. Navigating this page via the sidebar on the left allows switching between each customizable attribute. Each attribute table here defaults to only showing the company's custom attribute (source, status, etc), but switching between Custom, System and All can easily be done by using the radio buttons on the top-right of the attribute table.

To find this, go to the lead manager to the “Settings” tab > “Customize” tab.

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Create, Edit and Delete

Create a New Source, Status, etc by clicking the New button in the grey box to the far right, then type in a name and click Add button.

Edit an existing attribute, by clicking the Edit button in the corresponding row of that attribute. The form to edit this attribute will appear in the grey box to the far right.

After creating or editing a(n) Source, Status or Urgency it will now be available when creating or updating a lead exactly the same way that system attributes have always been in the Lead manager. For example, in the image above, there is a custom source labeled as: 800, can be found in the dropdown of the lead's source.

Delete an existing attribute by using the Delete button in the corresponding row of that attribute. Sources, Statuses, and Urgencies cannot be deleted if they are currently being used by one or more leads. Merging this attribute into another is the best way to remove unwanted values that are already in use.

Merging and Bulk Delete

Merging custom attributes can be accomplished by checking the check box to the left of each attributes' name and clicking the (now enabled) Merge button in the grey box to the right. A prompt will appear asking which attribute the others should be merged into. Select Other and fill in a new name if desired.

Upon successful merging, all leads associated with now removed Source, Status, etc will now belong to the attribute that was merged into.

Example: Merging status Lost with 3 leads and Missing with 1 lead into Disappeared with 4 leads will result with Lost and Missing being removed and Disappeared having 8 Leads.

Disabling

You have the option of disabling the system attributes for “Statuses”, “Urgencies” or “Types” so only the custom ones will show up in the lead's detail page dropdown. (refer to Urgencies example)

You will be able to find the “Disabled” option on the right hand side (below the “New” button). For example, the Statuses: Closed Escrow, Dead, etc.

Some system attributes cannot be disabled because they drive logic in the lead manager. For example, the “Active” and “Blank” statuses.

Sources

Only manually added leads allow changing sources - custom or otherwise.

Lead's detail page:

Status

Lead's detail page:

Urgencies

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Here's an example scenario of only displaying custom Urgenc(y)ies:

Lead's detail page:

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Type

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Lead's detail page:

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Tags

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Say you named the merged tag: birthday. All leads that had the “august” tag would be in the birthday search results.

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Lead's detail page:

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customize.txt · Last modified: 2017/07/26 16:26 by brittany