Configure default lead fields

Define the information users enter when creating leads. Default fields help keep your lead descriptions consistent and support your sales process.

noCRM groups this information in a single text area. Field types help with business card recognition, integrations, data exports, click-to-call and scan-to-call.

Configure your default lead fields

1. Open the Admin Panel.

2. Select Sales Process, then Default fields.

3. Add the fields you need and choose a type for each one, such as phone number, email or text.

Best practice: Keep the customer or company name in the lead title rather than adding it as a default field.

Choose a custom field type for an integration

If an integration requires a field type that is not in the available list, choose a custom field type for that field.

Add default fields to leads created from emails or business cards

1. Open Admin Panel > Account Management > Preferences.

2. Enable the preference that adds all default fields when creating a lead from an email or scanned business card.

Add missing fields to an existing lead

You can add missing default fields to an existing lead in one click.

Use categories and tags to filter information

Important: Lead fields do not let you filter information. Use categories and tags for information you need to filter and analyze.

Manage several contacts within one lead

Add all contacts related to the same lead inside that lead. noCRM manages leads rather than separate contact records.

For example, use these fields:

• Main contact: John Doe.

• Main email: [email protected].

• Secondary contact: Jane Doe.

• Secondary email: [email protected].

Learn how to manage multiple contacts within a lead.