Retaining Field Values from a Lead Stage Change Form

You can specify that a lead record should show a collated view of the value a partner gives to a specified custom field every time they change the status of a lead.

1. Open the the Lead > Contact > Status Change form - see Access a Form for Configuration for more information.
2. Add the required custom field (of type Text Area) to the form if it's not already available, then click the field to select it.

3. In the configuration window for the field, enable Append to existing value.

    

4. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.
5. Open the Lead > Contact > Lead Contact form. Add the same custom field anywhere in the contact form (this ensures that the custom field values are displayed in the overall lead record).
6. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

The user can add a value for the field when they update the lead stage:

If you added the field to the Lead Contact form, the values are shown in the lead record in the portal, each on a new line: