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.
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.