Channeltivity includes a set of standard Lead Distribution fields, but you can add additional custom fields as needed for your program. 


Add a custom field:

  1. Go to Settings > Lead Distribution > Lead Custom Fields. 
  2. Click "Add Field."
  3. Name your field.
  4. Select a field type from the drop-down. Check Required if the field is required.
  5. Add a Description (optional but recommended).
  6. Configure Field Visibility: 
    • Leaving the "Partner & Distributor Edit" and "Partner & Distributor View" checkboxes selected means Partners and Distributors can view and edit the field.
    • To make the field read-only to Partners and Distributors, uncheck the "Partner & Distributor Edit" checkbox.  
    • To hide the field from Partners and Distributors, uncheck both checkboxes, making it only visible to Internal Users.

 Lead Custom Fields Screen 


7. Click "OK" and repeat the process for any additional fields you want to add.
8. When you have added the custom fields needed, you can separate the questions into sections by clicking "Add Section."
9. You can also reorder the questions by dragging them into your preferred order.
10. When finished, click "Save."