Adding custom fields:
Using custom fields in task instructions:
What are Custom Fields?
Custom fields allow you to track data that LeadSimple may not track by default.
There's lots of reasons to use custom fields in LeadSimple:
Have them auto-populate into your email and text templates!
Move In date
New Rental Rate
Pet Deposit Amount
Set your task due dates relative to a custom date!
Example: we might have a task that needs to happen 3 days before a move in date
Use them to set up conditional logic to hide/skip or show tasks in the process!
LeadSimple tracks many fields by default, but custom fields allow you to add any other fields you need in your processes.
Identify the custom fields you need for your process. Here are some examples:
Does the property have an HOA?
Move In/Move Out Date
Do we have the minimum number of keys needed for this property?
Does the owner want to renew the lease?
What lease length are we offering the tenant?
Application fee received?
New Rental rate
Adding Your Custom Fields
To add your custom fields, navigate to the custom fields settings page. (Click Settings > Process Settings > Custom Fields).
Next, choose the section (Contact, Property, Process) you need to add this custom field to. Add the field to the contact or the property if it is info about the contact or property that is unlikely to change (such as HOA or Owner's location). Add the field to the process details if it is something that needs to be filled out every time this process is run on a property (such as Does the owner want to renew the lease?)
Then, click "Add Custom Field" to create your custom field.
1. First, choose which process type or types this field should apply to. In our example above, we want this field to show up on all Move In processes.
2. Next, you'll need to give the custom field an easily recognizable name.
3. Then, choose the data type. Choose multiple choice rather than text when possible, so you can define the options. You can also choose date, currency, and number.
4. For multiple choice fields, you will be able to add all the available options. Make sure to separate them with commas.
Then hit save on your custom field!
Adding a Custom Field Merge Tag to Step Instructions
Now that you've added custom fields, you are going to want them to be filled out during the process. This is especially important if you have conditional logic based on those fields and want to ensure that they are filled out before moving on in the workflow. (More on that in a minute).
To do this, you will want to add them to the step instructions so they can be clicked and filled out.
Here's an example of a custom field in instructions:
To add a custom field to step instructions, first, click the step instructions icon next to a workflow step.
Type some instructions such as "Please click and fill out the following fields before marking this task as complete."
Then, click the merge tag icon on the left hand side of the editor bar to choose from the list of available merge tags.
Here's what the above looks like in the instructions the user will see:
Now, go add your custom fields to your instructions!