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Create lead fields

Written by Line Jensen

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, url/websites 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 your Field a name. In this example, we're creating an additional phone field.

  6. Choose which Field group the new field should be part of.

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

  8. Decide when the field should be shown to agents in the dialer, e.g., Always, On success or On custom event.

  9. Choose if the field should be Required: Never, Always, Based on field data or Based on lead status.

  10. Select the Column width.

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

  12. Check the Validate option, if you want to make sure that agents only fill out the field in the correct format, e.g., if you validate the phone field, then they can only fill out the field with a phone number - if they instead input text, they won't be able to save.

  13. 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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