Markets and Fields

A market is the category a lead is filed under — "Mortgage", "Solar", "Insurance". It decides which form somebody fills in when they add a lead, which products can be attached, and how leads are grouped when you go looking for them.

This is administrator territory. Nobody can add a lead until at least one market exists, so this is usually the first thing set up in a new organization.

What you'll find here

• Markets Explained — the category hierarchy, and why a market is more than a label.
• How to Add a Market — creating one.
• How to Archive or Reactivate a Market — markets are never deleted, only archived, so the leads already filed under one stay readable.
• How to Assign Custom Forms to a Market — attaching the extra questions you want asked.
• How to Connect a Market's Loan Origination System — for mortgage work, linking the system that handles the loan file itself.

The order to do things in

Create the market, then create the vendors and products that supply it, then assign any custom forms. A market with no vendor behind it will block anyone trying to add a lead to it, because a vendor is required on the lead form.