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How To Create Different Lead Types?
How To Create Different Lead Types?

Learn how to use different Lead types

Amalia avatar
Written by Amalia
Updated over a week ago

You can create different Lead types, based on different parameters and your own logic.

For example, you can split them by source: “New Lead”, “Missed call”, “Website request”.

Different Lead types can have their own Lead Form and the initial Lead status. Eventually, you can greatly streamline workflow in the RemOnline system, keep your base clean and up-to-date, and much more.

If you have a constant flow of incoming inquiries and lots of potential clients calling all day long, we recommend that you have a few separate Lead forms providing your managers with just 2 or 3 basic fields to fill in. While you can always go back to change the Lead type or complete some additional information, a company can save really much time and effort, especially during the peak overload.

How To Create New Lead Types

Step One. Navigate to the “Settings > Forms Editor > Leads” page. Press the “+” button from the right side of the field labeled “Lead type”.

Step Two. Complete the title, then select the Lead type to make a duplicate Lead form you’re going to edit.

You can also add emojis to your newly created Lead types using the “Win + . (dot)” shortcut key combination (for Windows). If you’re using Mozilla Firefox / Edge, or simply can not find what you like, you may visit emojipedia. Over there, you can simply copy / paste the one that fits you best.

Step Three. Set the initial Lead status for this Lead type (optionally). Note, this feature is available only with Business subscription plans in RemOnline or higher.

Step Four. Press “Create”.

How To Set Up Different Lead Types And Their Usage

To edit the Lead type, press the pen icon found next to the field labeled “Lead type”. Then edit its title or the initial Lead status, whatever you need. Learn more about using the Forms Editor to configure different Lead types in this article.

To set the Lead type by default, navigate to the “Leads” section on the “Settings > General” page. Find the field labeled “Default lead type” and choose one of the following:

1. Custom lead type. Choosing this will show a selected type of Lead form when a new Lead is created.

2. Remember the last one. Choosing this will show that type of Lead form used to create the Lead for the last time.

3. Not specified. Choosing this will show a blank form when a new Lead is created. To move any further, the manager will have to specify the Lead type.

To remove the Lead type, press the remove button found next to the field labeled “Lead type”.

Note: You have to choose a different Lead type for the Leads which belong to the Lead type you want to remove. When changing the Lead type, all data from the corresponding fields will be transferred accordingly.

Should it happen that the current Lead status is unavailable for your newly-created Lead type, we’ll suggest a list of available Lead statuses for you to choose from. Learn more about rule-based status transfers in this article.

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