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- Click Settings > App Setup > Manage Fields
- Click the Add Field button
Restrict Picklists
For the Multiple Options and Dropdown field field type you'll see a Restrict picklist values option. Enable this switch to enforce data integrity with restricted picklists. This setting limits the field to accept only values from your picklist. For example, when enabled, the user will not see the text nor have the option to press enter to add a new value (see first screenshot below). Note, API updates or imports will create new values.
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You can also choose to sort values alphabetically or by the order they are added.
Multi-Option Fields
Autocomplete, Multiple Options, and Dropdown fields offer the ability to add the same or different Labels or Values.
- A Label is what the end user will see in the dropdown or multi-select.
- A Value is what is saved into the database.
- When searching the Prospect database or using merge fields the Value is always used.
- Unique Label/Value pairs can be automatically imported into a Lead Liaison form.
- In the example below, we create a Smart Phone field with the Label first, a colon as the separator, and the Value second. In the 2nd screenshot, you'll see how the dropdown is displayed to the user.
Checking Field Usage
You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right.
Click on each of the object types to see where the form is used. Click on the object to view/edit.
Deleting Custom Fields
You can delete Custom Fields by using the drop-down menu to the far right of the field.
If the field is in use, the system will display the Field Usage menu. Make sure to update each of the objects to use a different field or you may run into complications with other parts of the system.
Standard Fields
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%%companyaddress%%
*Comes from "Company Address" field on an Email List.
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%%companyaddress:default=Default Value Here%%
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%%companyname%%
*Comes from "Company Name" field on an Email List.
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Custom Address Fields
The Address field type allows you to create a group of fields. Give the field a name, and it will apply that name to the following sub-fields:
- Street Address 1
- Street Address 2
- City
- State
- Zip
- Country
In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.
Custom Email Fields
If you create multiple Email fields, the system will prompt you to select which field to use when sending. You can use the Prospect's primary email, or select one of your custom fields. To change a Prospect's primary email from the standard Email field, click on the flag icon next to the email address on the Details Info Card.
Use the Flag icon next to the address you would like to set as the Prospect's primary email. The system will use this field as a default for this Prospect moving forward.
Checking Field Usage
You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right.
Click on each of the object types to see where the form is used. Click on the object to view/edit.
Deleting Custom Fields
You can delete Custom Fields by using the drop-down menu to the far right of the field.
If the field is in use, the system will display the Field Usage menu. Make sure to update each of the objects to use a different field or you may run into complications with other parts of the system.
Standard Fields
Name | Data Merge Value | With Default Value | Identifier | Data Type |
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Annual Revenue | %%AnnualRevenue%% | %%AnnualRevenue:default=Default Value Here%% | AnnualRevenue | Decimal |
Area of Interest | %%AreaOfInterest%% | %%AreaOfInterest:default=Default Value Here%% | AreaOfInterest | String |
Assistant | %%Assistant%% | %%Assistant:default=Default Value Here%% | Assistant | String |
Bounced | %%Bounced%% | %%Bounced:default=Default Value Here%% | Bounced | Boolean |
Budget | %%Budget%% | %%Budget:default=Default Value Here%% | Budget | Decimal |
City | %%City%% | %%City:default=Default Value Here%% | City | String |
Comments | %%Comments%% | %%Comments:default=Default Value Here%% | Comments | String |
Company | %%Company%% | %%Company:default=Default Value Here%% | Company | String |
Company Address | %%companyaddress%% *Comes from "Company Address" field on an Email List. | %%companyaddress:default=Default Value Here%% | companyaddress | String |
Company Name | %%companyname%% *Comes from "Company Name" field on an Email List. | %%companyname:default=Default Value Here%% | companyname | String |
Competitors | %%Competitors%% | %%Competitors:default=Default Value Here%% | Competitors | String |
Country | %%Country%% | %%Country:default=Default Value Here%% | Country | String |
Create Date | %%CreateDate%% | %%CreateDate:default=Default Value Here%% | CreateDate | Date Time |
CRM | %%CRM%% | %%CRM:default=Default Value Here%% | CRM | String |
Current Year | %%currentyear%% | %%currentyear:default=Default Value Here%% | currentyear | String |
Date | %%Date%% | %%Date:default=Default Value Here%% | Date | Date |
Date and Time | %%DateAndTime%% | %%DateAndTime:default=Default Value Here%% | DateAndTime | Date Time |
Department | %%Department%% | %%Department:default=Default Value Here%% | Department | String |
Description | %%Description%% | %%Description:default=Default Value Here%% | Description | Text |
Do Not Call | %%DoNotCall%% | %%DoNotCall:default=Default Value Here%% | DoNotCall | Boolean |
Do Not Email | %%DoNotEmail%% | %%DoNotEmail:default=Default Value Here%% | DoNotEmail | Boolean |
%%Email%% | %%Email:default=Default Value Here%% | String | ||
Fax | %%Fax%% | %%Fax:default=Default Value Here%% | Fax | String |
First Inbound Activity Date | %%FirstInboundActivityDate%% | %%FirstInboundActivityDate:default=Default Value Here%% | FirstInboundActivityDate | Date Time |
First Name | %%FirstName%% | %%FirstName:default=Default Value Here%% | FirstName | String |
First Outbound Activity Date | %%FirstOutboundActivityDate%% | %%FirstOutboundActivityDate:default=Default Value Here%% | FirstOutboundActivityDate | Date Time |
Full Address | %%FullAddress%% | %%FullAddress:default=Default Value Here%% | FullAddress | String |
Full Name | %%FullName%% | %%FullName:default=Default Value Here%% | FullName | String |
Geo IP Address | %%geo_ip_addresses%% | %%geo_ip_addresses:default=Default Value Here%% | Geo_IP_Addresses | string |
Grade | %%LeadGrade%% | %%LeadGrade:default=Default Value Here%% | LeadGrade | String |
Home Phone | %%HomePhone%% | %%HomePhone:default=Default Value Here%% | HomePhone | String |
Industry | %%Industry%% | %%Industry:default=Default Value Here%% | Industry | Dropdown |
Job Title | %%JobTitle%% | %%JobTitle:default=Default Value Here%% | JobTitle | String |
Last 3P Email Respond Date | %%Last3PEmailRespondDate%% | %%Last3PEmailRespondDate:default=Default Value Here%% | Last3PEmailRespondDate | Date Time |
Last Autoresponder Link Click Date | %%LastAutoresponderLinkClickDate%% | %%LastAutoresponderLinkClickDate:default=Default Value Here%% | LastAutoresponderLinkClickDate | Date Time |
Last Autoresponder Open Date | %%LastAutoresponderOpenDate%% | %%LastAutoresponderOpenDate:default=Default Value Here%% | LastAutoresponderOpenDate | Date Time |
Last Autoresponder Sent Date | %%LastAutoresponderSentDate%% | %%LastAutoresponderSentDate:default=Default Value Here%% | LastAutoresponderSentDate | Date Time |
Last Chat Date | %%LastChatDate%% | %%LastChatDate:default=Default Value Here%% | LastChatDate | Date Time |
Last Chat Decline Date | %%LastChatDeclineDate%% | %%LastChatDeclineDate:default=Default Value Here%% | LastChatDeclineDate | Date Time |
Last Content Download Date | %%LastContentDownloadDate%% | %%LastContentDownloadDate:default=Default Value Here%% | LastContentDownloadDate | Date Time |
Last Email Link Click Date | %%LastEmailLinkClickDate%% | %%LastEmailLinkClickDate:default=Default Value Here%% | LastEmailLinkClickDate | Date Time |
Last Email Open Date | %%LastEmailOpenDate%% | %%LastEmailOpenDate:default=Default Value Here%% | LastEmailOpenDate | Date Time |
Last Email Sent Date | %%LastEmailSentDate%% | %%LastEmailSentDate:default=Default Value Here%% | LastEmailSentDate | Date Time |
Last Event Status Change Date | %%LastEventStatusChangeDate%% | %%LastEventStatusChangeDate:default=Default Value Here%% | LastEventStatusChangeDate | Date Time |
Last Form Submit Data | %%last_form_submit_data%% | %%last_form_submit_data:default=Default Value Here%% | ||
Last Inbound Activity Date | %%LastInboundActivityDate%% | %%LastInboundActivityDate:default=Default Value Here%% | LastInboundActivityDate | Date Time |
Last Invite to Chat Date | %%LastInviteToChatDate%% | %%LastInviteToChatDate:default=Default Value Here%% | LastInviteToChatDate | Date Time |
Last Landing Page Visit Date | %%LastLandingPageVisitDate%% | %%LastLandingPageVisitDate:default=Default Value Here%% | LastLandingPageVisitDate | Date Time |
Last Name | %%LastName%% | %%LastName:default=Default Value Here%% | LastName | String |
Last Outbound Activity Date | %%LastOutboundActivityDate%% | %%LastOutboundActivityDate:default=Default Value Here%% | LastOutboundActivityDate | Date Time |
Last Referrer | %%LastReferrer%% | %%LastReferrer:default=Default Value Here%% | LastReferrer | String |
Last Sales Email Link Click Date | %%LastSalesEmailLinkClickDate%% | %%LastSalesEmailLinkClickDate:default=Default Value Here%% | LastSalesEmailLinkClickDate | Date Time |
Last Sales Email Open Date | %%LastSalesEmailOpenDate%% | %%LastSalesEmailOpenDate:default=Default Value Here%% | LastSalesEmailOpenDate | Date Time |
Last Sales Email Sent Date | %%LastSalesEmailSentDate%% | %%LastSalesEmailSentDate:default=Default Value Here%% | LastSalesEmailSentDate | Date Time |
Last Search Engine | %%LastSearchEngine%% | %%LastSearchEngine:default=Default Value Here%% | LastSearchEngine | String |
Last Search Phrase | %%LastSearchWords%% | %%LastSearchWords:default=Default Value Here%% | LastSearchWords | String |
Last Send and Track Email Respond Date | %%LastSendAndTrackEmailRespondDate%% | %%LastSendAndTrackEmailRespondDate:default=Default Value Here%% | LastSendAndTrackEmailRespondDate | Date Time |
Last Social Media Click Date | %%LastSocialMediaClickDate%% | %%LastSocialMediaClickDate:default=Default Value Here%% | LastSocialMediaClickDate | Date Time |
Last Video Conversion Date | %%LastVideoConversionDate%% | %%LastVideoConversionDate:default=Default Value Here%% | LastVideoConversionDate | Date Time |
Last Video Play Date | %%LastVideoPlayDate%% | %%LastVideoPlayDate:default=Default Value Here%% | LastVideoPlayDate | Date Time |
Last Video Watch Date | %%LastVideoWatchDate%% | %%LastVideoWatchDate:default=Default Value Here%% | LastVideoWatchDate | Date Time |
Last Web Form Submission Date | %%LastWebFormSubmissionDate%% | %%LastWebFormSubmissionDate:default=Default Value Here%% | LastWebFormSubmissionDate | Date Time |
Last Website Visit Date | %%LastWebsiteVisitDate%% | %%LastWebsiteVisitDate:default=Default Value Here%% | LastWebsiteVisitDate | Date Time |
Lead Status | %%LeadStatus%% | %%LeadStatus:default=Default Value Here%% | LeadStatus | String |
Mobile Phone | %%MobilePhone%% | %%MobilePhone:default=Default Value Here%% | MobilePhone | String |
Most Recent Geo IP Address | %%most_recent_geo_ip_address%% | %%most_recent_geo_ip_address:default=Default Value Here%% | Most_Recent_Geo_IP_Address | String |
Number of Employees | %%NumberOfEmployees%% | %%NumberOfEmployees:default=Default Value Here%% | NumberOfEmployees | Number |
Operating System | %%OperatingSystem%% | %%OperatingSystem:default=Default Value Here%% | OperatingSystem | String |
Original IP Address | %%TrackedIpAddress%% | %%TrackedIpAddress:default=Default Value Here%% | TrackedIpAddress | String |
Original Lead Source | %%LeadSource%% | %%LeadSource:default=Default Value Here%% | LeadSource | Dropdown |
Original Referrer | %%OriginalReferrer%% | %%OriginalReferrer:default=Default Value Here%% | OriginalReferrer | String |
Original Search Engine | %%OriginalSearchEngine%% | %%OriginalSearchEngine:default=Default Value Here%% | OriginalSearchEngine | String |
Original Search Phrase | %%OriginalSearchWords%% | %%OriginalSearchWords:default=Default Value Here%% | OriginalSearchWords | String |
Original Source Info | %%OriginalSourceInfo%% | %%OriginalSourceInfo:default=Default Value Here%% | OriginalSourceInfo | String |
Original Source Type | %%OriginalSourceType%% | %%OriginalSourceType:default=Default Value Here%% | OriginalSourceType | String |
Password | %%Password%% | %%Password:default=Default Value Here%% | Password | String |
Product Interest | %%ProductInterest%% | %%ProductInterest:default=Default Value Here%% | ProductInterest | String |
Prospect ID | %%Prospect_ID%% | N/A | Prospect_ID | String |
Salutation | %%Salutation%% | %%Salutation:default=Default Value Here%% | Salutation | String |
Score | %%LeadScore%% | %%LeadScore:default=Default Value Here%% | LeadScore | Number |
State/Province | %%State%% | %%State:default=Default Value Here%% | State | String |
Street Address | %%StreetAddress%% | %%StreetAddress:default=Default Value Here%% | StreetAddress | String |
Timeframe | %%Timeframe%% | %%Timeframe:default=Default Value Here%% | Timeframe | String |
Type | %%Type%% | %%Type:default=Default Value Here%% | Type | String |
Website | %%Website%% | %%Website:default=Default Value Here%% | Website | String |
Work Phone | %%WorkPhone%% | %%WorkPhone:default=Default Value Here%% | WorkPhone | String |
Zipcode | %%Zipcode%% | %%Zipcode:default=Default Value Here%% | Zipcode | String |
Last Event Submission Event End Date | %%LastEventSubmissionEventEndDate%% | %%LastEventSubmissionEventEndDate:default=Default Value Here%% | LastEventSubmissionEventEndDate | Date |
Last Event Submission Event ID | %%LastEventSubmissionEventID%% | %%LastEventSubmissionEventID:default=Default Value Here%% | LastEventSubmissionEventID | Number |
Last Event Submission Event Start Date | %%LastEventSubmissionEventStartDate%% | %%LastEventSubmissionEventStartDate:default=Default Value Here%% | LastEventSubmissionEventStartDate | Date |
Last Event Submission Initial Station | %%LastEventSubmissionInitialStation%% | %%LastEventSubmissionInitialStation:default=Default Value Here%% | LastEventSubmissionInitialStation | Text |
Last Event Submission Event Archive Date | %%LastEventSubmissionEventArchiveDate%% | %%LastEventSubmissionEventArchiveDate:default=Default Value Here%% | LastEventSubmissionEventArchiveDate | Date |
Last Event Submission Rating | %%LastEventSubmissionRating%% | %%LastEventSubmissionRating:default=Default Value Here%% | LastEventSubmissionRating | Text |
Last Event Submission Event Street Address | %%LastEventSubmissionEventStreetAddress%% | %%LastEventSubmissionEventStreetAddress:default=Default Value Here%% | LastEventSubmissionEventStreetAddress | Text |
Last Event Submission By | %%LastEventSubmissionBy%% | %%LastEventSubmissionBy:default=Default Value Here%% | LastEventSubmissionBy | Text |
Last Event Submission Event Zipcode | %%LastEventSubmissionEventZipcode%% | %%LastEventSubmissionEventZipcode:default=Default Value Here%% | LastEventSubmissionEventZipcode | Text |
Last Event Submission Method | %%LastEventSubmissionMethod%% | %%LastEventSubmissionMethod:default=Default Value Here%% | LastEventSubmissionMethod | Text |
Last Event Submission Event City | %%LastEventSubmissionEventCity%% | %%LastEventSubmissionEventCity:default=Default Value Here%% | LastEventSubmissionEventCity | Text |
Last Event Submission Date | %%LastEventSubmissionDate%% | %%LastEventSubmissionDate:default=Default Value Here%% | LastEventSubmissionDate | Date Time |
Last Event Submission Event State | %%LastEventSubmissionEventState%% | %%LastEventSubmissionEventState:default=Default Value Here%% | LastEventSubmissionEventState | Text |
Last Event Submission Event Country | %%LastEventSubmissionEventCountry%% | %%LastEventSubmissionEventCountry:default=Default Value Here%% | LastEventSubmissionEventCountry | Text |
Last Event Submission Event Full Address | %%LastEventSubmissionEventFullAddress%% | %%LastEventSubmissionEventFullAddress:default=Default Value Here%% | LastEventSubmissionEventFullAddress | Text |
Last Event Submission Event Owner | %%LastEventSubmissionEventOwner%% | %%LastEventSubmissionEventOwner:default=Default Value Here%% | LastEventSubmissionEventOwner | Text |
Last Event Submission Device | %%LastEventSubmissionDevice%% | %%LastEventSubmissionDevice:default=Default Value Here%% | LastEventSubmissionDevice | Text |
Last Event Submission Event Name | %%LastEventSubmissionEventName%% | %%LastEventSubmissionEventName:default=Default Value Here%% | LastEventSubmissionEventName | Text |
Last Event Submission Number of Visited Stations | %%LastEventSubmissionNumberOfVisitedStations%% | %%LastEventSubmissionNumberOfVisitedStations:default=Default Value Here%% | LastEventSubmissionNumberOfVisitedStations | Number |
Description of Select Standard Fields
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Use the "Identifier" shown next to your custom field in Lead Liasion surrounded by "%%" for data merge values on custom fields. For example, if your custom field is "Favorite Color", your Identifier is likely "favorite_color__c". The merge value would be "%%favorite_color__c%%". |
Field Types
The following field types are supported:
Note on Picklist (Multi-Select)
The Lead Liaison Standard Field with type "Picklist (Multi-Select)" is for fields that have multiple values together. For example, red, blue and green. The "Picklist (Multi-Select)" field type cannot be used for mapping while importing contacts into Lead Liaison. The primary purpose for this field type is to support a CRM system, such as Salesforce.com, with the same data type.
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