Use Custom Fields for CRM

With Custom Fields you can create unique task fields to manage client phone numbers, emails, notes, prospect items, or anything else you need.

We recommend the following Custom Field types for CRM Workspaces:

Dropdown

The Dropdown Custom Field gives you a list of options to choose from in a dropdown menu. You can use this Custom Field to display information such as:

  • CRM item type
  • Deal cycle stage
  • Customer segment

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

With the Money Custom Field, you can display a formatted amount of money in any currency. Use this Custom Field to show:

  • Deal amount
  • Contract amount

Number

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

Phone

The Phone Custom Field lets you assign a formatted phone number with country and area codes. We recommend using this Custom Field to record client phone numbers.

Email

With the Email Custom Field, show formatted 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 customer names or other identifying information.

Location

The Location Custom Field shows a formatted address based on Google Maps. Use this Custom Field for the location of the company or prospect.

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