Activate & Deactivate a custom Lead fields
Overview
This article guides you through the simple process of enabling (activating) or disabling (deactivating) a custom field within the Lead Fields module. Controlling a field's status ensures that only necessary data points are active in your forms and system integrations.
Plan & Permissions
The ability to change a custom field's status is an essential part of field management. To perform this action, your user role must have the following required permission:
Navigation & Access
You can access the Lead Fields configuration page using two methods:
Go to Settings > Institute Configuration > Lead Fields from the navigation menu.
Alternatively, use the search bar to directly search for "Lead Fields".
Configuration Options: Activating or Deactivating a Field
The status of a custom field is controlled directly from the main listing page using a toggle switch, which triggers a confirmation pop-up.
Access the Page: Navigate to the Lead Fields page.
Locate the Status Column: Look for the Status column in the fields table.
Initiate Toggle: Against the custom field you wish to change, click the toggle switch in the Status column (to ON for activation or OFF for deactivation).
Confirm Status Change (Pop-up): A pop-up window will immediately appear asking for confirmation to either Activate or Deactivate the field.
Finalize Change: Click the Yes or No option on the pop-up.
Yes: The status of the field changes immediately.
No: The status remains unchanged.
Expected Outcome: If you click Yes, the field's status updates, making it available (or unavailable) for use across the CRM.
Business Relevance
If you need to quickly stop collecting certain data, you can deactivate the field instantly without having to delete the data.
By disabling old or unused fields, you reduce clutter. This makes it simpler for Counselors/Agents.
Conclusion
You've successfully learned how to activate and deactivate a custom lead field. By managing a field's status, you maintain full control over your data environment, ensuring only relevant fields are active at any given time for user experience. (in conclusion add without deleting the data point)
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