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Overview

In Chakra Chat, you can add custom field in the Lead as per your requirement. The custom field (attribute) will be visible in the lead section to all users.

Steps to add custom field to lead​

Go to Lead Settings​

Go to Admin. In the Leads section in the left sidebar. Search for Lead in the search bar and click on the Lead settings Box

Lead Attribute

Go to Lead Attributes​

Next, go to Attributes in the left side panel. Click on Add New and choose the Standard Attribute option.

Add New Standard Attribute

Configure the new field (attribute)​

Configure the attribute in the pop up box

  • Add a Name
  • The short id is automatically generated
  • Select the Attribute Type. (e.g., String for text fields or Date for date fields)
Create Attribute

Click Create​

This will add a new field (attribute) in the lead.

For Custom Fields with Fixed Values​

Select the Customer Lead Attribute​

Go to Admin -> Lead -> Attribute. Select the Attribute

Go to Lead Attribute

Select Enum in Validations​

Select the 'Enum' option in Validation section. Click Add

Create Enum

Select Enum in Validations​

Add the Field Value. Click Enter after each value.Click on Udpate

Update Enum Values

Check Filter Dropdown in Leads​

Go to Leads. Filter the attribute for eg: Service Category == and the value will appear as Dropdown

Lead Attribute Dropdown values