Creating Custom Data Points

Christine Espiritu
Christine Espiritu
  • Updated

How do I add custom Data Points?

This article will show you how to create a custom Data Point on your LeadGenius Dashboard

You can add a custom Data Point by following the steps below.

  • Go to Settings.
  • Under Custom Data Point select Active
  • Click on +Add Custom Data Point
  • You can select from either creating datapoints via CRM or Custom 
    • Creating Data Points via CRM
      • Select CRM (this button will depend on the CRM connection) from the Add Custom Data Point screen.
      • You can select from the 'Name' box for the CRM field to add
      • Any data pulled from CRM will be disabled and cannot be edited
      • Add Description of the Data Point
    • Creating Data Point as Custom
      • Select Custom if you would like to create your own Data Point
      • Set  Name 
      • Add Description
      • Select Custom data type
      • Choose the type of data to be provided
  • Click Save Changes to complete the Datapoint Creation