Overview
The Lead Type Library allows you to view, select, preview, and customize lead types commonly used across industry verticals. Selecting the right Lead Type ensures your data structure aligns with your workflows and reporting needs.
Step 1: Access the Lead Type Library
Navigate to Settings → Lead Types to open the Lead Type Library. From there, you can view existing Lead Types or click the New tab to browse templates by industry.
Step 2: Preview and Create a Lead Type
Click the New tab.
Choose an Industry. LeadExec will list lead types for that industry.
Preview available templates and click Create next to the one you want. Then enter Lead Type Name, Industry, and optional Description, and click Save to launch the Lead Type Editor modal.
Step 3: Add or Modify Fields via Custom Button
Within the modal, click Custom to add or edit lead fields.
Choose from these 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:
For each field, provide:
Description (display name)
Field Name (API/backend label)
System Field (or choose “Custom”)
Set Required if needed
Optionally enable Allow Pivot Reporting or Exclude from Integrations
Step 4: Configure Display Settings via Display Tab
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.
Step 5: Set Validation & Formatting Rules
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.
What Lead Type Configuration Enables
Standardized lead field structure across your account
Field validation and proper error handling at import
Controlled display logic in interface screens and reports
Reduced duplicates and malformed data via validation checks
Best Practices
Require critical fields like email and phone to prevent lead rejection
Configure display settings to reduce clutter on your screens
Use validation rules to enforce data integrity
Enable duplicate checks to avoid data redundancy
Summary
Use Settings → Lead Types → New to access and preview industry templates. Customize via Custom, Display, and Validation tabs before saving. The result is a flexible, structured lead type setup that improves data quality, reporting, and user interface clarity.