Custom Fields - Contacts: Selector

Lead custom fields in SprintHub offer incredible flexibility for managing information in a personalized way. One of the field types you can create is the Selector, which allows you to choose multiple options from a predefined list. Here is a quick guide to setting up this feature:

Step-by-Step Guide to Creating a Custom Field - Selector

1 - Access the Settings Icon On the main panel, find and click the settings icon (usually represented by a gear).

2 - Click on Custom Fields

Leads, and then + New to start creating a new field.

3 - Add a Name and Type In the form that appears, enter a name for the field and select the Selector type.

4 - Add the Selector Options Click New Option to enter the options that will be part of the selector. For each option, just fill in the “Name” field.

5 - Define Whether the Field Is Required If you want the field to be mandatory, select the corresponding option.

Save and close.

Warning

Do not enable the field as a unique identifier. This option will cause leads with the same choice to be recorded as duplicates, which can compromise the organization of your database.

With these steps, you will be able to use custom selector fields in SprintHub, improving the organization and personalization of your leads. Take advantage of this feature to optimize your sales process!