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IDX Broker Original Knowledge Base: Establish Required Fields for New Lead Signup

Establish Required Fields for New Lead Signup
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Last Updated
20th of June, 2011

You can determine which fields to require on your new lead sign-up form under Lead Management -> Lead Registration Preferences in the Default Lead Registration Form Fields Options. Use these settings to control what information you require of new leads. You may require a field, make each field optional, or hide a field.

  • Password: If you make this field optional, leads do not need a password to login. However, a lead may request a new password in the future. If the field is hidden, the visitor will never be able to request a password.
  • Phone Number: If you choose to add a custom field such as "International Phone", you may choose to hide this field.
  • Address: Choose whether to require street address information.
  • Additional Email: Request a secondary email in case visitors are not able to validate their primary email with the system.

 
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