How to Customize the Lead Fields?
Navigate -> Lead Box -> Last Icon -> Lead Box Configuration
![](https://cdn.prod.website-files.com/66eb111e36b3aae39f5c0cb2/6789278ed41743a2ed4dddfa_image-12.png)
Click on Field Customization as shown in the below image
![](https://cdn.prod.website-files.com/66eb111e36b3aae39f5c0cb2/67892850028d377096219238_image-41-1024x300.png)
Click on Add field – To create a new field of your choice
![](https://cdn.prod.website-files.com/66eb111e36b3aae39f5c0cb2/6789285089693d5e03501928_image-42.png)
- Name – Define the Field Name.
- Section – Select the section the field belongs to.
- Field Type – Based on the requirement you have, you can define what kind of a field you want to create. Below are the options you can check out –
- Text Box – You can allow Alpha Numeric text options or you can allow only Numeric with the data length.
- Drop down – Where you can define your lists for the agents to select one option.
- Multi Option drop down – You can add your dropdown lists, the agents are allowed to select more than one option.
- Text Area – The agents are allowed to type the details as much as they need. Here there is no data length defined.
- Date Picker – If you want a field to have a calendar drop for saving the DOB or any important dates of your leads you can choose the option.
- Date and Time Picker – You can create a field which allows you to define the date and time as well.
![](https://cdn.prod.website-files.com/66eb111e36b3aae39f5c0cb2/67892850014c90419a927ea1_image-46.png)
- Mandatory Field – You can make the field Mandatory for the agents to fill it.
- Mandatory Only When Converting – Helps the agents to fill in the information while the lead is converted.
- Read Only – The field here is not editable, once the information is filled buy the agent.
- Inline Filter – The option helps you to have a quick filter for the dropdowns.
- Field Masking – you can mask the fields which has the sensitive information of the leads
![](https://cdn.prod.website-files.com/66eb111e36b3aae39f5c0cb2/678928503439a7646aae9e91_image-44.png)