Custom Lead Fields

The BOS allows you to create custom lead fields. 

These are basically just 'special' categories you can create that appear in the following locations:

• As a dropdown selection field when looking at an individual lead
• As a breakdown (dropdown) option on Mega Report and Practitioner Report when looking at any lead metric

Limitations

Because these are really categories with options you are limited to choosing from the options that have been created for that category. This means you can't create a text field or number field, it must be a dropdown. 

This is great for things like:

• Back end processing steps like All Paperwork Completed (yes, no, in progress)
• Client 'temperature' (EG: 'not very interested' to 'very interested' options)
• Categorisation of client needs (accute, chronic)

And not suitable for things like

• Custom notes (these should probably be comments on the lead)
• client reference numbers
• other "different for every lead/patient" fields

How to create a custom lead field

• User Menu => Company Settings => Categories => Leads
• Create a new Category Family (EG: 'Paperwork Complete')
• Add options to the category family (EG: 'Yes', 'No' and 'In Progress')

Tips: it's recommended to only have a few custom fields (EG: 1-3 is best) and limit the options in each one to no more than 25