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Add Lead Numbers

Add an Auto-number Lead Field to your Lead Process to automatically assign a number to Leads as they are created.


  1. Go to Settings > Job > Job Fields.
  2. At the top for Process click Lead.
  3. Press + Create at the top of the page.
  4. In the Name field, type in "Lead Number".
  5. In the Data Type choose Auto-number.

  6. Adding a prefix or suffix to the number is optional. If you'd like to add either one, or both, type in the Auto-Number Prefix or Suffix box.
  7. Click Save.