How to use Custom Fields

Introduction: This guide will illustrate the process of creating, assigning, and viewing custom fields in Leadshook, which is integral for users who wish to perform advanced functionality. Upon mastering these instructions, you’ll be capable of creating unique data fields, improving your ability to capture and organize information. Prerequisites: Classes of Fields: System fields Form fields […]

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How to Capture Data using Custom Fields Inside the Text Editor

Introduction: This guide shows you how to use the text editor in LeadsHook to capture data into custom fields, expanding the ways you can glean information about your leads and customers. Here’s an example… Step-by-Step Instructions: Use the text field icon to add custom fields. Remember you can add as many custom fields as required… […]

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