Dynamic Lead Type Designer
The ClickPoint Team will quickly work to build your custom lead types. With LeadExec you have the ability to edit lead types and create new lead types on the fly. You can set required fields, computed fields, and you can select where these fields show up in the system. You have complete control over your lead types and the flexibility to change them at any time. This gives you the ease to make marketing changes to your forms quickly without waiting days or weeks for custom programming.
Frequently Asked Questions
How many lead types can I have?
LeadExec is flexible enough to handle any lead type. You can edit lead types on the fly and you can add as many lead types as you want. Some of customers have 2-3 lead types while others have twenty or more.
What if we want to edit our lead types?
You have the ability to edit your lead types if you have someone technical on staff or you can pay us to do it for you. Typically it takes us less than an hour.
Benefits:
- Create as many lead types as you want.
- Change fields on the fly.
- Select error text, decide where fields show up in the system, and select fields used for duplicate checking.
