Requires administrator rights or one of the following permissions:
Settings, Campaign administration

Lead fields are the fields in which you store your leads' master data, e.g., name, address, phone number, email, etc. You are able to create custom lead fields depending on your needs, e.g., additional phone field, external lead ID, etc.

Create lead fields

  1. Go to Settings in the menu on the left and choose Campaigns.

  2. Click on the campaign you want to add lead fields to or create a new campaign.

  3. Click on Fields in the top menu bar and choose Lead fields.

  4. Under Field source, choose Create new field.

  5. Give you field a name. In this example, we're creating an additional phone field.

  6. Choose which content type the field is, e.g., phone. The content type is important, since that is how Adversus "reads" the field.

  7. Decide if the field is required to be filled out on certain events.

  8. Select the Column width.

  9. Choose if the field can be edited by agents in the dialer from the Editable option.

  10. Click Add field in the bottom. The lead field is now active on the campaign. You can edit/remove the field in the overview on the right side.

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