You can define custom fields for both prospects and accounts to use either with your CRM, to filter prospects or accounts, or to record information relevant to your sales process. Custom fields can be either text or a number.

Note: You must be an Admin to create custom fields.

  1. Click the user menu, and click Settings.

  2. Click Custom Fields.

Define a custom field for prospects

To create a custom field for prospects:

  1. Click Add Custom Field.

  2. Type a unique Name to identify the custom field.

  3. Select whether the field will hold Text or a Number.

  4. Click Add.

Define a custom field for accounts

To create a custom field for accounts:

  1. Click Accounts.

  2. Click Add Custom Field.

  3. Type a unique Name to identify the custom field.

  4. Select whether the field will hold Text or a Number.

  5. Click Add.

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