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 menu. 
  5. Add a Description (optional but recommended).
  6. Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different User type: Internal, Partner & Distributor, and API & Integrations.

    For each User type, you can set one of the following interaction levels: 

    • Hidden - The field is not visible to the User (This setting only applies to the Partner & Distributor view; hidden fields remain visible to Internal Users by default)

    • Visible - The field is visible to the User

    • Editable - The User can view and modify the field

    • Required - The User must complete the field before submitting the form



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 fields by clicking dragging them into your preferred order.

    10. When finished, click "Save" to save your changes.