Use Custom Fields for CRM

Create Custom Fields to manage client and account information and identify deal progress. 

Use the Quick Start: Sales & CRM template to create a CRM Space with our recommended Hierarchy structure and Custom Fields, or apply the best practices in this article to your existing Custom Fields.

Dropdown

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

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

Dropdown Custom Field Description
CRM item type

Categorize the task by type for easier filtering and reporting.

Account tier

Place the account into one of your custom tiers.

Billing cycle

Indicate the type of billing cycle.

Deal cycle stage

Categorize how far along the deal is.

Customer segment Place the account in a segment.
Lead source Where the lead was acquired.
Company size The company's size.
Status Track the account's health. You can use statuses like prospect, healthy, and at risk.
Industry The company's industry.
Type of service Your services that the account is interested in.

Checkbox

The Checkbox Custom Field gives your tasks a true or false checkbox that you can use with Automations to reduce manual work.

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

Checkbox Custom Field Description
Drip campaign Send a drip campaign email using Automations.
Include in board report Include the task in your board report using Automations.
Champion Indicate there is a champion.

Money

Use a Money Custom Field to display an amount of money in any currency. 

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

Money Custom Field Description
Deal amount The monetary amount of the deal.
Contract amount The monetary amount of the contract.

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:

Text Custom Field Description

Title

The contact's job title.

Company name

The contact's company name.

Contact name

The contact's name.

Location

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

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