Creating Custom Data Points

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