---
title: How to Create and Manage Lead Types
description: Managing lead types effectively is crucial for event organizers to categorize and follow up on potential leads efficiently. The Lead Capture system allows organizers to create and customize lead types based on their event needs. Follow these steps to
---

[Skip to content](https://help.vfairs.com/knowledge/how-to-create-and-manage-lead-types#main-content)

English

Show submenu for translations

[Customer portal](https://support.vfairs.com/care?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Customer portal](https://support.vfairs.com/care)

 Welcome to vFairs Help Center

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.vfairs.com/knowledge?hsLang=en)
2. [Lead Capture App](https://help.vfairs.com/knowledge/lead-capture-app?hsLang=en)

# How to Create and Manage Lead Types

## Managing lead types effectively is crucial for event organizers to categorize and follow up on potential leads efficiently. The Lead Capture system allows organizers to create and customize lead types based on their event needs. Follow these steps to

<iframe src="https://player.vimeo.com/video/1092356554?autoplay=1&amp;loop=1" app_id="122963&quot;" width="426" height="236" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" title="2025-06-11, 06_30_49 a.m.-How_to_Create_and_Manage_Lead_Types" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Steps to Create and Manage Lead Types

1. **Log in to the Lead Capture Backend**
   
     - Sign in to your Lead Capture backend as an **Organizer**.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Mar-19-2025-12-04-45-8389-PM.png?width=464&height=468&name=image-png-Mar-19-2025-12-04-45-8389-PM.png)
2. **Access the Lead Capture Section**
   
     - Navigate to the left navigation menu and click on **Lead Capture**.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Mar-19-2025-12-02-51-9545-PM.png?width=326&height=212&name=image-png-Mar-19-2025-12-02-51-9545-PM.png)
3. **Open the Lead Types Screen**
   
     - Click on **Lead Types** to view existing lead types.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jun-10-2025-09-35-37-1393-AM.png?width=349&height=192&name=image-png-Jun-10-2025-09-35-37-1393-AM.png)
4. **Add a New Lead Type**
   
     - On the Lead Types screen, click the **Add Lead Type** button located at the top right of the screen.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Sep-04-2025-10-37-22-4045-AM.png?width=688&height=370&name=image-png-Sep-04-2025-10-37-22-4045-AM.png)
5. **Fill in the Required Fields**
   
     - Enter the necessary details for the new lead type.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Sep-04-2025-10-36-40-1147-AM.png?width=688&height=444&name=image-png-Sep-04-2025-10-36-40-1147-AM.png)
6. **Save the Lead Type**
   
     - Click the **Save** button at the bottom to store the new lead type.
       
       ![](https://help.vfairs.com/hs-fs/hubfs/image-png-Mar-19-2025-12-01-00-6463-PM.png?width=364&height=90&name=image-png-Mar-19-2025-12-01-00-6463-PM.png)

### Default Lead Types

By default, the system provides the following lead types:

- **New**
- **Urgent**
- **Hot**
- **Warm**
- **Cold**

 

Users can select any of these lead type as Default so while adding new leads the default lead type will be automatically selected.

A Default label will be present in front of the lead type![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jun-10-2025-09-38-44-4718-AM.png?width=688&height=348&name=image-png-Jun-10-2025-09-38-44-4718-AM.png)

### Customizing Lead Types

Organizers can rename or modify these lead types to fit their event’s specific requirements. Customizing lead types helps in better segmentation and prioritization of leads.

### Conclusion

By following these steps, organizers can easily create, manage, and customize lead types to enhance their lead management strategy. Efficient categorization of leads allows for targeted follow-ups and improved engagement with potential customers.

- [Organization Management](https://help.vfairs.com/knowledge/organization-management?hsLang=en)
- [Event Setup & Navigation](https://help.vfairs.com/knowledge/event-setup-navigation?hsLang=en#main-content)

    - [Document Library](https://help.vfairs.com/knowledge/event-setup-navigation?hsLang=en#document-library)
    - [Translations And Labels](https://help.vfairs.com/knowledge/event-setup-navigation?hsLang=en#translations-and-labels)
- [Attendee Management](https://help.vfairs.com/knowledge/attendee-management?hsLang=en)
- [Agenda Management](https://help.vfairs.com/knowledge/agenda-management?hsLang=en#main-content)

    - [Session Management](https://help.vfairs.com/knowledge/agenda-management?hsLang=en#session-management)
    - [Speaker Management](https://help.vfairs.com/knowledge/agenda-management?hsLang=en#speaker-management)
- [Speaker Management](https://help.vfairs.com/knowledge/speaker-management?hsLang=en)
- [Event Website & Landing Pages](https://help.vfairs.com/knowledge/event-website-landing-pages?hsLang=en#main-content)

    - [Web Page Management](https://help.vfairs.com/knowledge/event-website-landing-pages?hsLang=en#web-page-management)
- [Registration & Ticketing](https://help.vfairs.com/knowledge/registration-ticketing?hsLang=en#main-content)

    - [Registration](https://help.vfairs.com/knowledge/registration-ticketing?hsLang=en#registration)
    - [Ticketing](https://help.vfairs.com/knowledge/registration-ticketing?hsLang=en#ticketing)
    - [Payments](https://help.vfairs.com/knowledge/registration-ticketing?hsLang=en#payments)
- [Exhibitor Management](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#main-content)

    - [Booth Negotiation](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#booth-negotiation)
    - [Task Management](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#task-management)
    - [Booth Management](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#booth-management)
    - [Document / Video](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#document-video)
    - [Jobs](https://help.vfairs.com/knowledge/exhibitor-management?hsLang=en#jobs)
- [Sponsor Management](https://help.vfairs.com/knowledge/sponsor-management?hsLang=en)
- [Networking](https://help.vfairs.com/knowledge/networking?hsLang=en#main-content)

    - [Chat](https://help.vfairs.com/knowledge/networking?hsLang=en#chat)
    - [Chat Queue](https://help.vfairs.com/knowledge/networking?hsLang=en#chat-queue)
    - [Video Matchmaking](https://help.vfairs.com/knowledge/networking?hsLang=en#video-matchmaking)
    - [Reports](https://help.vfairs.com/knowledge/networking?hsLang=en#reports)
    - [Meeting](https://help.vfairs.com/knowledge/networking?hsLang=en#meeting)
- [Engagement](https://help.vfairs.com/knowledge/engagement?hsLang=en#main-content)

    - [Certificate Management](https://help.vfairs.com/knowledge/engagement?hsLang=en#certificate-management)
    - [Scavenger Hunt](https://help.vfairs.com/knowledge/engagement?hsLang=en#scavenger-hunt)
    - [Notifications](https://help.vfairs.com/knowledge/engagement?hsLang=en#notifications)
    - [Survey](https://help.vfairs.com/knowledge/engagement?hsLang=en#survey)
    - [LeaderBoard](https://help.vfairs.com/knowledge/engagement?hsLang=en#leaderboard)
    - [Quiz](https://help.vfairs.com/knowledge/engagement?hsLang=en#quiz)
- [Reports & Analytics](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#main-content)

    - [Registration and Ticketing](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#registration-and-ticketing)
    - [User Journey Tracker](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#user-journey-tracker)
    - [Post Event PDF Report](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#post-event-pdf-report)
    - [Survey](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#survey)
    - [Cross Event Report & Reporting 360](https://help.vfairs.com/knowledge/reports-analytics?hsLang=en#cross-event-report-reporting-360)
- [Marketing](https://help.vfairs.com/knowledge/marketing?hsLang=en#main-content)

    - [Email Campaigns](https://help.vfairs.com/knowledge/marketing?hsLang=en#email-campaigns)
    - [System Emails](https://help.vfairs.com/knowledge/marketing?hsLang=en#system-emails)
    - [SMS Campaign](https://help.vfairs.com/knowledge/marketing?hsLang=en#sms-campaign)
    - [AI Assistant](https://help.vfairs.com/knowledge/marketing?hsLang=en#ai-assistant)
    - [Social Meta](https://help.vfairs.com/knowledge/marketing?hsLang=en#social-meta)
    - [Web Notifications](https://help.vfairs.com/knowledge/marketing?hsLang=en#web-notifications)
- [Accommodation & Budget Management](https://help.vfairs.com/knowledge/accommodation-budget-management?hsLang=en#main-content)

    - [Accommodation](https://help.vfairs.com/knowledge/accommodation-budget-management?hsLang=en#accommodation)
- [Attendee Mobile App](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#main-content)

    - [Event Assistant](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#event-assistant)
    - [Getting Started & App Access](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#getting-started-app-access)
    - [Build & Customize Your App](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#build-customize-your-app)
    - [Legacy App](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#legacy-app)
    - [Sessions & Event Content](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#sessions-event-content)
    - [Engagement & Networking](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#engagement-networking)
    - [Event Operations & Insights](https://help.vfairs.com/knowledge/attendee-mobile-app?hsLang=en#event-operations-insights)
- [Lead Capture App](https://help.vfairs.com/knowledge/lead-capture-app?hsLang=en#main-content)

    - [Reporting 360](https://help.vfairs.com/knowledge/lead-capture-app?hsLang=en#reporting-360)
- [Badge Printing & Check-in App](https://help.vfairs.com/knowledge/badge-printing-check-in-app?hsLang=en#main-content)

    - [Printers](https://help.vfairs.com/knowledge/badge-printing-check-in-app?hsLang=en#printers)
    - [Badge Design](https://help.vfairs.com/knowledge/badge-printing-check-in-app?hsLang=en#badge-design)
- [Integrations](https://help.vfairs.com/knowledge/integrations?hsLang=en#main-content)

    - [Custom Workflow](https://help.vfairs.com/knowledge/integrations?hsLang=en#custom-workflow)
- [E-commerce](https://help.vfairs.com/knowledge/e-commerce?hsLang=en#main-content)

    - [Product Management](https://help.vfairs.com/knowledge/e-commerce?hsLang=en#product-management)
    - [Allowance Negotiation](https://help.vfairs.com/knowledge/e-commerce?hsLang=en#allowance-negotiation)
- [Venue Builder](https://help.vfairs.com/knowledge/venue-builder?hsLang=en)
- [Abstract Management](https://help.vfairs.com/knowledge/abstract-management?hsLang=en)
- [Group Meeting](https://help.vfairs.com/knowledge/group-meeting?hsLang=en)
- [Exhibitor Portal](https://help.vfairs.com/knowledge/exhibitor-portal?hsLang=en#main-content)

    - [Booth](https://help.vfairs.com/knowledge/exhibitor-portal?hsLang=en#booth)
- [Search Attendee](https://help.vfairs.com/knowledge/search-attendee?hsLang=en)
- [Data Tags](https://help.vfairs.com/knowledge/data-tags?hsLang=en)
- [Organization Website](https://help.vfairs.com/knowledge/organization-website?hsLang=en)
- [AI Tools](https://help.vfairs.com/knowledge/ai-tools?hsLang=en)

[![vfairs-logo-landscape-gradient-5 (3)-1](https://help.vfairs.com/hs-fs/hubfs/vfairs-logo-landscape-gradient-5%20(3)-1.webp?width=107&height=44&name=vfairs-logo-landscape-gradient-5%20(3)-1.webp "vfairs-logo-landscape-gradient-5 (3)-1")](http://vfairs.com)

vfairs.com Help Center

<https://www.linkedin.com/company/vfairs>

Copyright © 2026, vFairs LLC