Activate & Deactivate a custom Lead fields

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:

Module

Permission Name

Description

Lead Fields

Settings > Edit Lead Fields

Grants permission to modify field configurations, including toggling the active status of custom fields.​


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.

  1. Access the Page: Navigate to the Lead Fields page.

  2. Locate the Status Column: Look for the Status column in the fields table.

  3. 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).

  4. Confirm Status Change (Pop-up): A pop-up window will immediately appear asking for confirmation to either Activate or Deactivate the field.

  5. 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)