Customizing your Lead Registration Form is simple with the portal's flexible form feature. You can tailor the form by adding or editing fields and questions that partners will fill out when submitting leads. This makes it easy for partners to submit leads on your behalf.
Adding A New Field
To begin, go to the Accounts & Settings tab and select the Leads sub-tab.
If you need more information on how to Submit Leads on Behalf of Partners, check out this article.
You can add different field types such as Text, Numbers, Picklist, or Large Text and rearrange them in any order. To add a new field, click the plus sign at the bottom of the lead fields list.
Note: Some fields are not customizable, as they are essential for CRM integration (e.g., Lead First Name, Last Name, Email). However, you can deactivate some of these pre-set fields if preferred.
Make sure to check the Active box next to each field to include it on the Lead Form. If you mark a field as Required, partners must complete it before submitting a lead.
Setting Visibility
You'll have the option to choose what visibility your lead fields should have by setting the visibility. In the visibility section, select the drop-down to begin customizing.
The options are:
All Users
Internal Use Only (only admin team members will see this but no partners)
Select the specific partner groups(s)
To set different visibility on lead fields for different partners, you'll need to create partner groups. Learn how to create those groups, here.
Now that your Partner groups are created, you can decide which lead fields partner(s) can see on their lead registration form.
Find the Select Partner Groups drop-down option on the lead field of choice.
Press the Manage button to find and select your partner group(s) of choice
How to create a Picklist?
To create a picklist, go to the Type section and select Picklist from the dropdown. Click Edit Options to add your picklist choices by clicking the plus sign. After adding your options, click Close. Remember to save your changes regularly to avoid losing any progress.
If you're interested in learning how to map custom fields to HubSpot, take a look at this article.
Creating your Lead Type Drop-down
On the Lead Registration Form, you'll find a drop-down that is called Type. This drop-down field can be configured to match your use case. Common examples of lead types are:
Type of lead (e.g., "New Business" vs. "Existing Client")
Type of partner
Location of the partner
Type of product
Select the Edit Options button to begin customizing your desired lead types.
Note, that your partners can only select 1 lead type when submitting leads, but if you'd like them to be able to enter a different lead type, toggle on the "Other option".
If you'd like to map your leads to different pipelines based on these lead types, check out this article.