In this tutorial I will show you how to create a custom field, build a filter and then create a view that will apply the custom field so that you can export this to Excel to build a report.
The process will be as followed:
- Create a Custom Field
- Build a Filter
- Edit the Custom Field on the contact
- Build a View
- Export to Excel
For this example, let's say you have an upcoming webinar and you want to know how the contacts attending this event heard about your webinar. You then want to be able to see these responses and export them to an excel sheet to build a report.
Firstly, lets go to the Admin Page. Look for the header of Company Setup and then the link for Custom Fields.
Click the Button for Add New Custom Field
Name the Response and then Choose Text from the Type drop down.
Now that we have the Custom Field created, the next step would be to build the filter for your webinar.
Go to the Contacts Tab -
Click on Leads List View. Then click the 3 dots to the right of the filter drop down and click Add.
For the Filter, you will want to name it after this event so you know what the filter represents, under the search column look for Inquiry.Lead Source Primary. The operator will default to Equals and the search value is where you will put in that particular webinar. Any leads that come in that are tied to that lead source will display in this filter.
Next, you will need to go to a leads record and put in their response to your question on their record.
On any of the contacts in your filter click into their record and then click the bar for Custom Fields.
I just put something in here but I'm sure their response will be something else. To add your response in, there will be a blue pencil icon over to the right. Click that and insert the response in the custom field you made.
Now that we have all the necessary elements added, you just need to create a view to display this response. Go back to the Leads List View. This time choose the three dots next to View. Click Add because I want to show you how to make one from scratch. Do not click edit on the one that says default view or you will be prompted with this error
Name this view something relevant as well and lets add all the items in that you would want to see on this excel sheet.
To add, you click something in the left box, click the add arrow and it will appear in the right box.
I built mine like this - but you can choose whichever you like as long as you make sure to add the custom field you created to it.
Click Allow anyone if you'd like the view public and then hit save.
It will now look something like this.
The only thing left to do is export this to Excel, which you can do so by clicking the export button on the right.