Industry fields
Keep industry details out of the basic lead form.
Sign in with your own approved account. Open Industry fields through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Expand Define an industry field and choose its name, type and industry.
- Save the definition, then expand Record a customer field and choose the lead/definition.
- Enter a value of the correct type, save and inspect the recorded value.
Check the result
The customer has a structured, applicable extra field without duplicating the lead.
Screen markers
- 1. Refresh
- 2. Define an industry field
- 3. Record a customer field
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Open Custom fields; an administrator defines the field name, type and applicable industry. Select a lead and an existing definition. Enter a value matching the field type. Save and check the recorded value. Avoid storing sensitive health or identity information without an approved purpose and safeguards.
हिन्दी में समझें
Custom fields खोलें। एडमिन नाम, प्रकार और उद्योग तय करता है। लीड और तय फ़ील्ड चुनें। सही प्रकार की जानकारी भरें। सहेजकर जाँचें। मंज़ूर उद्देश्य और सुरक्षा के बिना संवेदनशील जानकारी न रखें।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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