If you need more details about the company, contact or deal, you can set up
custom fields.
Setting up custom fields
Go to Settings -> Custom Fields tab. Select the interface in
which you want to add additional fields: company, contact or deal. In the field you can see three
elements:
the drop-down menu to choose the field type
the field to input the name of the field
field parameters
There are nine options of field types.
Single-Line text (for adding some extra information).
Number (for adding some numerac information.
Single checkout can be used when you need to check off if the company has one vital parameter or not.
Dropdown select option lets you add specific criteria to the company’s interface.
Multiple checkboxes allows you to check off as many criteria as you need.
Date picker (for adding dates in the interface).
Link to add websites other online information.
Multi-line text lets you paste a detailed description of the company.
Radio select works like Dropdown select, but creates another form.
If you need to find the company that meets you specific criteria, you can clarify your request in filters. In some situations it is advisable to use tags instead of custom fields to categorize deals, companies or contacts.