Overview
The fields within the display group contain the information shown on your leads, which will also be shared with your clients. Display groups can be added or edited by going to the Settings > Lead Types > Display Groups. Once in here, you can go to General and allow updates or even set the fields as Read Only. Through the Enable Field tab, you will be able to select which fields will be shared on the lead details. The Field Order tab will allow you to organize your information on the leads. You'll see these fields under the assigned name for the display group for each lead.
Key Functionality
Field Selection
Choose which fields to display to clients via the Enable Field tab.
Field Order Customization
Organize the order of fields on the lead details page using the Field Order tab.
How to Use This Feature
Access Display Groups
Navigate to Settings > Lead Types > Display Groups.
Edit Display Group
Select an existing display group or create a new one.
Enable Fields
In the Enable Field tab, select the fields you wish to display to clients.
Customize Field Order
Use the Field Order tab to arrange the fields in your desired sequence.
You'll see these fields under the assigned name for the display group for each lead.
Best Practices
Consistent Field Naming: Ensure that field names are clear and consistent to avoid confusion.
Regular Updates: Periodically review and update display groups to accommodate any changes in lead data requirements.
Client Feedback: Solicit feedback from clients to ensure that the displayed fields meet their needs.
Troubleshooting
Fields Not Displaying:
Verify that the fields are enabled in the Enable Field tab.
Incorrect Field Order:
Ensure that the desired order is set in the Field Order tab.
Clients Unable to Update Fields:
Confirm that the fields are visible in all display tabs.