• Step 1 — View All Lead Types

    Open the LeadType Listing page to see all available lead categories with their posting methods, status controls, and action buttons like Edit, Delete, Manage iFrame, and Replace.

  • Step 2 — Add or Edit a Lead Type

    Click Add to create a new LeadType or click Edit on an existing one. Define the LeadType name and posting method according to your campaign or business requirement.

  • Step 3 — Customize Form Fields

    Manage all lead form fields associated with the LeadType. Add, edit, or remove fields to match your campaign needs.

  • Step 4 — Set Listing Visibility

    Check the Listing checkbox beside any field to make that field’s value visible directly on the Lead Listing page for quick and easy lead management.

  • Step 5 — Mark Required Fields

    Check the Required checkbox beside any field to make it mandatory during form submission — ensuring important lead information is always collected.

  • Step 6 — Configure Field Settings

    Click the Settings button beside any field to set up parent-child field relationships and dropdown values — enabling dynamic and dependent form fields for a better user experience.

  • Step 7 — Add Custom Fields

    Use the Add New Field button to create completely new fields with custom labels, field types, validations, and display settings — giving you full flexibility to build forms for any industry or campaign.


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