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Contact Management

Contact Custom Fields
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Custom Fields

Custom Fields allow you to track additional information about your contacts. For example, you might create a “Class of Wealth” field to keep track of different customer classes for your organization.

What is great about LeadCenter custom fields is that you can design the page using an easy-to-use Custom Fields Form Designer with drag-and-drop capability.

LeadCenter allows you to create the following type of custom fields:

  • Single Line Text Input
  • Multiline Text Input
  • Dropdown List
  • Single Checkbox
  • Set of Checkboxes
  • Set of Radio Buttons
  • Date Picker
  • Time Picker
  • Integer Input
  • Decimal Input
  • Currency Input
  • Phone Number Input
  • Email Input
  • URL Input

If you need assistance implementing custom fields, please send an email to support@leadcenter.ai.

Tip: Custom fields can be used as filters in workflows, email marketing campaigns, text message campaigns, and contact segments.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.