Use custom fields to define the key additional data you wish to collect about each prospect, contact or deal. Only admins set them up.
Where to find them
Open "Settings" in the left menu. Custom fields have three cards: "Custom company fields" (up to 20), "Custom contact fields" (up to 10) and "Custom deal fields" (up to 10). Each card's title shows how many you have, for example "(4/20)". The contact and deal field cards are also under "Sales coach" › "Settings". The search box and jump chips at the top of Settings find a field quickly.
Add a field
Click "+ New" on the card (greyed out once you reach the limit). The popup ("New company field", or contact, deal) asks:
- "Name".
- "Data type": one of 7 types:
- "Text"
- "Numeric"
- "Multi text"
- "Select/Radio"
- "Checkboxes"
- "Text with default options"
- "Numeric with default options"
- "Who can see and edit": "Everyone", "Admins edit" (everyone sees it, only admins change it; a lock icon on the row) or "Admins only" (hidden from other members; a crossed eye on the row).
- "Help text (shown on the i beside the name)": a short explanation for your team.
- For a company field, "In the bottom bar": ask it in the prospect view's bottom bar (see below).
Checkboxes allow multiple choice of pre-defined items. Multi text allows several entries of typed text. All other types allow a single choice or entry. For "Select/Radio", "Checkboxes" and the two types with default options, add the choices under "Multiple choice options:" with "+". Each choice has a "Name" and, optionally, a "Document": a Sales Coach document linked to that answer.
Click "Save".
Change, order or delete fields
- The pencil edits a field ("Edit company field" and so on).
- Drag a row by its handle to change the order.
- On company fields, the "Bar" toggle puts the field in the prospect view's bottom bar. In the bottom bar, the decisions chosen for it are asked first, then these fields, one at a time; after the last answer the next prospect opens.
- The bin deletes a field. All inputs made in that field are lost, and it can't be undone, so the popup asks first.
Where the fields show
Company and contact fields show on the prospect view (on the company and contact cards), deal fields on deals. Company fields also show in the "Add" popup's single-prospect form, in the CSV upload's mapping, as list view columns and in the list view filters, so you can filter and search your list on them.