Custom Fields - Contacts: File

With the SprintHub, it is possible to create custom fields in Leads, tailored to your company's needs.

One of the most useful is the field of the File type, which allows attaching important documents related to the Lead, centralizing all information in one place.

📌 Step 1: Go to Settings

• Go to System Settings ⚙️.

• Click Custom Fields - Leads.

• Next, select + New to create a new field.

📌 Step 2: Configure the Custom Field

Fill in the fields as needed:

• First name → Set the field name. 👉 Example: "Client Documents"

• Alias → Configure a shortened name for the field. ⚠️ Once created, it cannot be changed.

• Type → Select File.

• Default Value → Automatically set after choosing the type.

• Group → Choose in which information group the field will be displayed.

📌 Step 3: Adjust the Extra Settings

• Required?

  • If Yes → the Lead can only be saved if the field is filled in.

  • If No → the Lead can be saved without initial filling, but can be updated later.

• Unique Identifiers → used to identify identical information in different Leads.

📌 Step 4: Save the Field

Click Save and Close.

✅ Done, your Custom Field of the File type is created!

📌 Step 5: Making the Field Visible

• To display the field in Customer Service, follow the specific article about SAC.

SAC 360º - Lead Fields

• To display the field in CRM, follow the specific article about CRM.

CRM - How to add contact fields to the Opportunity

📌 Step 6: Inserting a File into a Lead

1. Access Leads via Find Services or typing the name in the search.

2. Click Edit in the desired Lead.

3. Click the File.

4. Click Upload and select the document on your computer.

5. Click Apply and then Save and Close.

Done! Your document is now successfully attached to the Lead.