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 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 the CRM field to ad
- Any data pulled from CRM will be disabled and cannot be edited
- Add Description of the Data Point
- Select CRM (this button will depend on the CRM connection) from the Add Custom Data Point screen.
- Creating Data Points via CRM
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- 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
- Select Custom if you would like to create your own Data Point
- Creating Data Point as Custom
- Click Save to complete the Datapoint Creation