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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.

  • Click on your name at the top right
  • Click on Settings.
  • Under Custom Data Point select Active
  • Click on +Add Custom Data Pointcustom_datapoint.png
  • 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.sf_custom_dp.png
      • You can select from the Name box the CRM field to adcustom_dp_crm.png
      • Any data pulled from CRM will be disabled and cannot be editedsf_custom_field.png
      • Add Description of the Data Point
    • Creating Data Point as Custom
      • Select Custom if you would like to create your own Data Pointdp_custom.png
      • Set  Name 
      • Add Description
      • Select Custom data typecustom_field.png
      • Choose the type of data to be providedData_Type.png
  • Click Save to complete the Datapoint Creation