Create Custom Fields to manage client and account information and identify deal progress. We recommend creating the following Custom Field types for your CRM Workspace.

Dropdown

The Dropdown Custom Field gives you a list of options to choose from in a dropdown menu. 

We recommend using Dropdown Custom Fields to add the following context to tasks in your CRM Lists:

Checkbox

The Checkbox Custom Field gives your tasks a true or false checkbox. We recommend using the Checkbox Custom Field to identify candidates for drip campaigns.

Money

Use a Money Custom Field to display an amount of money in any currency. Use this Custom Field to add the following deal information:

Number

Use a Number Custom Field to indicate a deal's discount or probability percentage.

People

Use a People Custom Field to add project managers to accounts without making them the primary task assignee.

Phone

Use a Phone Custom Field to record lead or contact phone numbers.

Email

Use an Email Custom Field to add email addresses for each of your clients.

Text

The Text Custom Field allows you to enter a single line of plain text. Use this field to record identifying information like the following:

Location

The Location Custom Field shows an address based on Google Maps. Use this Custom Field to add the account's address.