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Documentation Recrutifyhub

Knowledge Base Guide

Quick Startup Guide

Getting Started

  • Recruitifyhub: Introduction
  • Know The Work Flow
  • Setting
    • Profile Settings
    • Notification Settings
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Tickets Setting
    • Company Settings
    • Attendance Settings
    • Leave Settings
    • Custom Fields
    • Roles and Permissions
    • Message Settings
    • Lead Settings

Admin

  • How to Register & Signup as Company Admin
  • Admin: One time settings

Employee

  • Employees
  • How to Add Designation & Department
  • How to Add Employee – How does an Employee Register?

Clients

  • Clients: Summary
  • Creating Client
  • Client Filters

Leads

  • What is Lead
  • Add Lead
  • Lead Follow-Up
  • Lead Forms
  • Lead KanBan Board
  • Lead Form – Custom Field
  • Lead Report
  • Lead Filters
  • Lead Settings

HR

  • Employees
  • Leaves
  • Shift Roster

Work

  • Contracts

Finance

  • Estimates
  • Proposal
  • Home
  • Docs
  • Leads
  • Lead Form – Custom Field

Lead Form – Custom Field

Custom fields have been added to the lead form : 

Login > setting > custom field > add lead

With the addition of Custom fields to the lead form like clients, employees, etc, our product has recently undergone an improvement.

You can now add custom fields for the lead custom forms too.

lead form custom

and the outcomes are shown below. 

Examples of Custom Fields

  1. Educational Programs:
    • Course of Interest
    • Educational Background
  2. Membership Information:
    • Membership Type (e.g., Basic, Premium)
    • Membership Duration
  3. Custom Checkbox/Radio Options:
    • Agreement to Terms and Conditions
    • Subscription Preferences (e.g., Subscribe to Newsletter)

Customizing lead forms with relevant fields enhances the quality of information collected and allows for more personalized interactions with potential leads.

Now custom fields can be shown on data tables: #


Login > settings > custom field > add field

If you have added custom fields to your Lead Table, you can show those fields in the data tables along with the existing fields.

Above Show in table view, display custom field in a table view with filtering options, and Allow export in table view enable easy export of the data table for offline use.

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Updated on November 1, 2023
Lead KanBan BoardLead Report

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