• Step 1 — Open Manage Lead Type

    Click on Manage Lead Type from the left sidebar to open the Lead Type listing page.

  • Step 2 — Edit a Lead Type

    Click the Edit button next to any lead type to open its configuration page. You will see the Add LeadType section at the top showing the LeadType Name, Posting Method, and Primary Leadtype checkbox.

  • Step 3 — View Existing Fields

    Scroll down to the Additional Fields section. Here you can see all existing fields configured for this lead type — each showing:

    • Field Name — the system field name used in API posting
    • Field Label — the display label shown on the form
    • Field Type — Text, Dropdown, Date, or Number
    • Character Limit — maximum character length allowed
    • Listing — checkbox to show this field on the lead listing page
    • Required — checkbox to make this field mandatory on form submission
  • Step 4 — Click Add New Field

    Scroll down to the bottom of the Additional Fields section and click the + Add New Field button. A new empty row will appear at the bottom of the fields list.

  • Step 5 — Fill in the New Field Details

    Fill in the details for the new field in the empty row:

    • Field Name — enter the system name for this field used in API posting — for example “subid” or “browser”
    • Field Label — enter the display label shown on the form — for example “Sub ID” or “Your browser info”
    • Field Type — select the field type from the dropdown:
      • Text — for plain text input
      • Dropdown — for a list of selectable options
      • Date — for date input
      • Number — for numeric input only
    • Character Limit — enter the maximum number of characters allowed for this field
    • Listing — check this box to display this field’s value on the lead listing page
    • Required — check this box to make this field mandatory during form submission
  • Step 6 — Reorder Fields (Optional)

    Use the drag handle arrows on the left side of each field row to reorder the fields by dragging them up or down to your preferred position.

  • Step 7 — Save the Configuration

    Once all new fields are added and configured, click the Save button. The new fields will be immediately available in the lead form, API posting specs, and lead listing for this lead type.

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