Overview
A Lead Type is the foundation of your data structure in LeadExec. It defines the category (or "vertical") for your leads—like Mortgage, Insurance, or Solar—and determines what information you capture, how it's validated, and how it's presented.
This guide walks you through creating a lead type and configuring its advanced settings, including how to display data, set up return reasons, use Force IDs for exclusive routing, and organize with categories.
Creating a Lead Type
Step 1: Access the Lead Type Library
Navigate to Settings → Lead Types. Here you can view existing types or click the New tab to browse industry-specific templates.
Step 2: Preview and Create
Click the New button.
Preview the available templates and select the best fit for your vertical.
Enter a Lead Type Name, select the Industry, and click Create.
Alternatively, click New, then click the Custom button on the lower left corner of the wizard to create a new vertical
Enter a Description and select an Industry from the dropdown, then select if you want LeadExec to generate basic fields such as Name, Address, Phone, Email, etc.
Step 3: Add or Modify Fields
Click the New Field button in the Fields section of your newly created Lead Type to add new fields, or select an existing field and click Edit to modify.
You can choose from various data types to ensure you're receiving valid data:
Text: Accepts any value.
US/Canada Phone Number: Formatted for 10-digit numbers.
Email: Validates standard email address format.
Money/Percentage/Number: Preformatted for specific data types.
Yes/No, Date/Time, Postal Code, US State/Province: Preset value lists.
Dropdown: Create a custom list of values (e.g., Loan Type: Refinance, Purchase).
Important: A field's data type (e.g., Text, Dropdown) cannot be changed after it is created.
Keep in mind that any values that do not conform to specific data types (for example, a monetary amount in text instead of in money format: "five hundred" instead of "$500") will cause leads to be rejected by the system.
For each field, you can configure:
Description: The display name (e.g., "Loan Amount").
Field Name: The backend/API name with no spaces (e.g., "LoanAmount").
System Field: Tie it to a core system field or leave as "Custom".
Required: Make the field mandatory for lead submission.
Allow Pivot Reporting: Include this field in custom report builders.
Exclude from Integrations: Hide this field from third-party integrations.
Step 4: Configure Display Settings
When editing a lead field, you can go to the Display Options tab to control where each field appears throughout LeadExec (e.g., Lead Detail screen, Client Portal, Campaign Criteria). Select or deselect the checkboxes for each display location.
Step 5: Set Validation & Formatting Rules
In the Validation section, you can:
Set custom validation rules and invalid character filters.
Write a custom error message for rejected leads.
Apply data formatting rules.
Enable Profanity Filter or AI Validation (additional cost).
Why Proper Lead Type Configuration is a Top Priority:
Standardized data structure across your account.
Improved data quality through validation and duplicate checks.
Controlled, clutter-free display on all screens and reports.
Now, let's learn how to configure your Display Groups and Duplicate Checks: