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Lead Type Settings - Creating Lead Types
Lead Type Settings - Creating Lead Types

Learn how to edit and change lead fields within a lead type

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

The Lead Type Library allows users the ability to preview and choose from many different Lead Types that are commonly used across many different verticals.

To begin editing, adding, or removing fields from your Lead Type details, navigate to your Lead Type library by going to:

Settings then to LeadTypes

Select the New tab to reveal lead-type options.

4. Select the Industry of the Lead Type you wish to create.

5. LeadExec will load all lead types tied to the industry type you select. Select a lead type and preview the fields to make sure that it fits exactly what you are looking for.

6. Once you have found the lead type you wish to use click Create this will pop up the lead type Editor.

7. Once you make sure the Lead Type description and Industry are set to your liking click Save. You are now ready to use this Lead Type.

How to set up your custom Lead Type

When you click +New or select an existing Lead Type, you will be given the Lead Type Details in a modal window. Proceed to the Custom button found at the bottom of the modal window.

Lead Field Types:

Text - A format-free field set to accept any values entered.

US/Canada Phone Number - A preformatted field set to look for a 10-digit number and display it in a (000) 000-0000 format.

Email - A preformatted field set to capture and display fields in a standard email format, example: info@myleads.com

Money - A preformatted field set to capture and display fields in a currency format, example: $1,000,000

Percentage - A preformatted field set to accept percentage values, example: 98%

Number With Decimals - A preformatted field set to accept only numbers with 1 decimal point, example: 23.98

Number Without Decimals - A preformatted field set to accept only numbers and no additional characters, example: 23

Large Number Without Decimals - A preformatted field set to accept only large numbers and no additional characters, example: 1,000,000

Calculated Expression - Used for LTV or Other Calculated Fields.

Yes / No - A preset field set to accept either Yes or No.

Date / Time - A preformatted field set to capture and display information in .NET date/time formatting, example: 12/03/22 1:22

Postal Code - A preformatted field set to accept 5 numbers and display them accordingly, example: 85254

US State - A preset field set to accept only a certain list of State values, example: CA, NV, AZ

Province - A preset field set to accept only a certain list of Canadian Province values, example: AB, BC, QC

Dropdown - A customizable set value list, example: Loan Type = Refinance, Purchase, Cash-Out selections.

Sub Fields - Sub-fields allow for multiple fields to be created under a single field, such as multiple policies under drivers.

Once you've selected your field type, you'll follow the next steps:

Input the Field Description (How the field displays in the system)

Input the Field Name (How the system reads the lead field)

Set the system field type from the dropdown. All fields without a system field match should be set to “Custom”.

Is Required: Determines whether the field is required for leads to post into the system. Leads will reject back to your lead sources if a required field is not included in the request.

Next, you will need to set the field display options for the lead field. This will set where and how the lead field will display within the system. In most cases, you will have all of these options selected.

Depending on the lead field type selected there can be other options that need attention, such as formatting of date/time fields or adding enumeration values for dropdown fields.

Once you've completed these steps, click Save to add your Lead Type.

Description - This is the description of the Lead Field or Name, which can include spaces, for example: Loan Amount

The Field Name - This is the name used on the backend of the system, with no spaces, for example: LoanAmount

The Default Value - Setting a default value will cause the value to appear only if the field contains a blank value or is not present when a lead is posted into the system.

System Field - The system field selection allows you to tie your field to a system field used heavily in reporting, validation, and display options throughout LeadExec. More on system fields outlined later in this article

Required - Is this field required from your lead sources, you should generally require the fields your clients require. Leads will be rejected if values are not present in the required lead fields.

Allow Pivot Reporting - Allow this field to be a selection, when you are creating custom reporting.

Exclude from Integrations - Prevent the lead field from showing up in 3rd party integrations.

The next tab on the screen is Display. With Display, you can determine where this field will show up on the various screens of LeadExec. Simply select or deselect which screens you would like this lead field to display.

Validation and Formatting include

Validation - Provides custom settings for validation of the lead field value.

Invalid Characters - Provides custom settings to allow only certain characters to be accepted in the lead field value.

Error Message - Used to set a custom error message when a lead is rejected due to an error related to the specific lead field.

Format - Allows for custom formatting requirements for the lead field data.

Profanity Filter - This setting tells the system to scan the lead field value for profanity using AI. This feature has a cost associated with it.

AI Validation - This setting uses AI to verify the data of the lead field value. This feature has a cost associated with it.


​Fields to be used for Duplicate checks are also set on this screen.

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