Insights fields enable you to track on your lead or result fields - created by you - as data in the Insights module.
You can also create custom KPI's using the insight fields, to track exactly what you want.
How to convert a regular field to an Insights Field or create a new one
1. Go to Setting in the left menu and choose Account.
2. Choose Fields in the top menu. Now you get an overview of all fields you have created.
3. Click on the field you want to convert into an insights field or click on Create in the upper right corner and choose Create Field from the drop-down if you want to create a new field.
4. Check the Insights Fields box and click Update if you want to convert an existing field. If you create a new field, give your field a name and fill out all the blanks before proceeding.
5. Now, the field is pending to become an Insights field. This can take a while since the field needs to be indexed before it’s ready for use. In the fields overview you can check out the status of the field. There are three different stages it goes through, so you know when we're finished indexing:
Queued: The field is locked and awaits kick-off
Processing: Currently converting field to an Insights field
Ready: The field is all set!
How to use Insights fields
There are numerous ways to use Insights fields. Here are some examples of how you can utilize their power:
Zip code field: Use zip codes to dive deeper into where leads are located and how you're performing in different locations.
Not interested reason: You have a result field that pops up whenever an agent wants to save a lead as not interested. Use the not interested reason to get a deeper understanding of why leads don't buy what you're selling.
Lead provider ID: You have different lead providers and enrich leads with unique IDs to tell the providers apart. By using this field as an Insights field, you'll be able to see the quality of the leads based on provider. And maybe you'd like to give feedback to providers each month by sending an automated report showcasing the quality.