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LeadManager: Form Builder: Using Tool Tips  

 

 

TOPICS COVERED IN THIS ARTICLE:

  • How To Use Tool Tips

 

 

ENVIRONMENT:

  • LeadManager – Advanced Edition Only

 

 

 

STEP BY STEP INSTRUCTIONS:

 

The Tool  Tip is configured on the Form Builder. It enables Administrators to embed information on the Add/Edit Lead page that users can access by hovering their mouse over a question mark icon that appears next to the field.

 

How to Edit Tool Tips

 

First, access the Menu page by clicking on your name in the upper right of the header. 

 

Under Administration, click on Form Builder

 

 

 

To edit the Tool Tip click the Edit link in the Options column next associated with the field you want to edit.

 

 tool_tip1.JPG

 

On the Add/Edit Field popup, enter into the Tool Tip text box the verbiage you would like users to see when they mouse over the question mark icon on the Add/Edit Lead 

 

  • Note that the only text can be entered into the Tool Tip, not images or HTML.
  • The Tool Tip has a 500 character limit. 

 

tool_tip2.jpg 

 

 

In this example, the field receiving a Tool Tip is First Name:

tool_tip3.jpg 

 

Enter the text and click the Submit

 

After the Tool Tip has been saved, a question mark icon will appear next to the field on the Add/Edit Lead

tool_tip4.JPG 

 

Hover the mouse over the question mark will display the Tool Tipto the user.

 

 tool_tip5.JPG

 

 

 

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