Creating a data structure

We’re going to create two types:

• Lead contains information on the lead
• LeadStatus contains the status of the lead.

Note: we use singular names by convention when creating types.

Creating Types

1. Navigate to Admin -> Types
2. Click + to create a New Type
3. Enter the Name as Lead and the Description as A Lead. Click Save.
4. Click + to create another new Type
5. Enter the Name as LeadStatus and the Description as Status of a Lead
6. Types should look like the screenshot below. If not, use the delete or edit buttons to make the relevant amendments.

Creating Columns

1. Click the button next to the Lead Type.
2. As you can see, we have an existing column, the Title Column. Title columns are important but you can change their name, display name, description, display order and whether they are visible.
3. Click + to add a new Column
4. Enter details as follows:
   1. Column Name: FullName
   2. Display Name: Full Name
   3. Description: The Full name of the lead
   4. DataType: String
   5. Display Order: Leave Blank
   6. Visible: Checked
   7. Indexed: Not Checked
5. Click Save & Add Another
6. Enter Details as follows:
   1. Column Name: Email
   2. Display Name: Email
   3. Description: The Email address of the lead
   4. DataType: String
   5. Display Order: Leave Blank
   6. Visible: Checked
   7. Indexed: Not Checked
7. Click Save & Add Another
8. Enter Details as follows:
   1. Column Name: Description
   2. Display Name: Description
   3. Description: The Description of the lead
   4. DataType: String
   5. Display Order: Leave Blank
   6. Visible: Checked
   7. Indexed: Not Checked
9. Click Save & Add Another
10. Enter Details as follows:
    1. Column Name: Status
    2. Display Name: Status
    3. Description: The status of the lead
    4. DataType: Reference
    5. Object Type: LeadStatus
    6. Display Order: Leave Blank
    7. Visible: Checked
    8. Indexed: Not Checked
11. Click Save
12. Your Lead Columns should look like the screenshot below. If not, use the edit and delete buttons to fix it.

You have successfully created the data structure so can go to step 2, adding data