Adding Multiple Fields

1. Click Add field for each piece of information you need.
2. Arrange fields in a sensible conversation order (identity first, then contact, then optional details).
3. Remove fields you do not need.
4. Save with Create lead config or Save changes.

Example field set:

• Full Name (name / string / required)
• Work Email (email / string / required)
• Phone (phone / string)
• Company (custom field name / string)