Overview
Custom questions let you collect the information your business actually needs. They appear on your leads, and you can record and track the answers inside REsimpli.
You can add your own questions, remove ones you do not use, and fill in the answers on each lead.
Before You Start
Deleting a custom question is permanent.
When you delete one, it is removed from every existing lead, along with all the answers people have recorded against it. Support cannot restore it. Be certain before you delete.
Steps
Part 1: Manage Your Questions
Step 1: Open your customizations
Click Settings in the lower-left corner of your screen.
Click Customizations.
Click Custom Fields.
You will see all the custom questions currently set up for your leads.
Step 2: Add a custom question
You can add a question to an existing section, or create a different one by managing your sections.
Choose the section you want, such as Timing.
Add your placeholder text.
Click Add Custom Field.
Your new question appears on every lead straight away. If you do not see it on a lead you already had open, refresh the page.
Step 3: Delete a custom question
Delete the question directly from this page.
It will be removed from all of your leads, along with every answer recorded against it. This cannot be undone.
Part 2: Answer Questions on a Lead
Step 4: Open the lead
Open a lead from your Active Leads pipeline.
Your custom questions appear on the right side of the lead profile.
Step 5: Add your answers
Click the pen icon to edit.
Type your answers.
For example, if the question is how soon the owner is looking to sell, you might answer 30 days.
Step 6: Save
Click Update Details.
Your answers are now saved on that lead.
Important Notes
Deleting a custom question is permanent. It removes the question and all its answers from every lead, and support cannot bring it back.
Any change you make applies to all your existing leads, not just new ones.
New questions appear in real time. Refresh a lead profile if you do not see one straight away.
Custom questions appear on the right side of the lead profile.
The same works elsewhere in REsimpli. You can customize the fields on your inventory records, sold properties, rentals, buyers, agents, vendors, and list stacking.
Troubleshooting
Your new question is not showing on a lead
Refresh the lead profile. New questions apply straight away but an open page may need reloading.
You deleted a question by mistake
It cannot be restored, and support cannot recover it. You can add the question again, but the answers that were recorded against it are gone.
You cannot find where to answer a question
Open the lead and look on the right side of the profile. Click the pen icon to edit, then click Update Details to save.
You want different questions for buyers or vendors
Each area has its own custom fields. Open Customizations and set up the fields for that page.
Summary
You managed your custom questions. You opened Settings, Customizations, and Custom Fields, added a new question to a section, and removed one you no longer needed. You then opened a lead, clicked the pen icon to fill in the answers, and clicked Update Details to save them.