A lead type is a kind of request, like Mortgage, Insurance or Solar, with its own questions. Account admins change them under Settings, Lead types.
Add a type
- Ready-made: Mortgage, Debt relief, Insurance, Legal, Solar, Education and Business funding come with their questions (and, for some, their own stages).
- Your own: give it a name. It uses your shared stages, and you add its questions.
A type can be renamed or turned off. Turned off, it's no longer offered for new leads, imports or forms. Its leads stay.
Change the questions
Open a type to see its questions in order. You can:
- add a question, with its wording and kind of answer (pick from a list, yes or no, text, number, dollar amount, percent or date);
- reword it, and add or reword the answers to pick from;
- move it up or down;
- show it in the lead list (up to five a type);
- turn it off. Answers already given stay.
Answers already given always stay valid, so a choice can be added or reworded but never taken away.
Who works your leads
Under the lead types, set your company's word for the person who works a lead: loan officer, agent, advisor, sales rep. LeadVault uses it across the app, and Vaulty uses it with callers.
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