⛓️ Custom Fields and Values
Last Updated December 20th, 2024
This article explains how DealTrail’s Custom Fields and Values allow businesses to personalize their CRM by capturing and managing specific data, enhancing workflows, reporting, and customer relationships.
Custom Fields and Values in DealTrail: Personalizing Your CRM Experience
DealTrail provides an incredibly flexible platform that allows you to personalize your CRM experience with Custom Fields and Values. These customizable fields enable you to track and store any data that is important to your business, beyond the default information fields provided. Whether you’re managing leads, customers, or opportunities, custom fields give you the flexibility to capture specific details that matter most to your business.
What Are Custom Fields and Values?
Custom Fields are user-defined fields that allow you to capture additional information for your contacts, deals, or other objects within DealTrail. These fields can be tailored to fit your unique business requirements, such as adding specific attributes, preferences, or identifiers to your records.
Custom Fields come with corresponding Custom Values, which are the actual data entries or responses associated with each field. These values are entered by you or your team members and are stored for easy retrieval and reference.
Key Features of Custom Fields and Values in DealTrail:
• Complete Flexibility:
Custom Fields can be created for any object within DealTrail, such as Contacts, Deals, Opportunities, and more. Whether you need to track information such as lead source, client preferences, or project milestones, custom fields ensure that you can capture and store exactly what you need.
• Field Types:
DealTrail supports multiple field types to ensure flexibility in how data is collected. You can create text fields, dropdown menus, checkboxes, date fields, and more. This variety of field types allows you to structure your data according to your business processes.
• Dynamic Field Visibility:
Custom Fields can be shown or hidden depending on the context of the object you are working with. For example, you may have different fields displayed for a customer compared to a lead, or depending on the stage of a deal or opportunity. This ensures that your team only sees the most relevant data for each specific scenario.
• Custom Field Validation:
You can set specific rules for each custom field to ensure that the data entered is valid. For instance, you can set constraints such as making a field required, specifying a minimum or maximum length for a text field, or defining a date range for date fields.
• Custom Values for Easy Tracking:
The values entered into custom fields are stored and available for easy reference across your platform. Custom values help you maintain a detailed record of each contact, deal, or opportunity, making it easier to track their progress and status.
• Reporting and Filters:
Custom Fields and their corresponding values are fully integrated into DealTrail’s reporting and filtering tools. This means you can generate reports based on the custom data you’ve collected, as well as apply filters to sort and view data more effectively.
• Enhanced Workflow Automation:
Custom Fields can also be used in workflow automations, allowing you to trigger actions based on the data entered into specific fields. For example, you can set up automations that send specific emails based on a lead’s preferred contact method or follow up on an opportunity once a certain field value is updated.
How to Create and Manage Custom Fields in DealTrail:
1. Accessing Custom Fields:
• To begin, log into your DealTrail account and navigate to the Settings section.
• Under the CRM Settings, select Custom Fields to open the Custom Fields management interface.
2. Creating a New Custom Field:
• Click the Add New Field button to start creating your custom field.
• Choose the object for which you want to create the field (e.g., Contact, Deal, Opportunity).
• Select the field type (text, dropdown, date, etc.), and provide a name for your field. This name will help identify the field throughout the platform.
3. Configuring Field Settings:
• Set field properties such as whether it is required or optional.
• Specify any additional settings such as default values, options for dropdowns, or validation rules.
• Choose if the field will be displayed by default or if it will be conditional based on other factors (such as a specific deal stage or lead source).
4. Saving and Applying the Custom Field:
• Once you’ve configured your custom field, click Save to store it.
• Your new custom field will now appear in the appropriate places within DealTrail. You can start entering values for this field when creating or editing records.
5. Editing or Deleting Custom Fields:
• If you need to edit a custom field, simply return to the Custom Fields section in Settings. Click the Edit button next to the field you want to modify.
• You can also delete custom fields if they are no longer needed by selecting the Delete option.
Use Cases for Custom Fields and Values:
• Tracking Customer Preferences:
For businesses with varied offerings, you can create custom fields to track customer preferences such as preferred product features, delivery options, or communication channels. This helps in tailoring your offerings to each customer.
• Lead Source and Campaign Data:
You can create custom fields to capture how leads are generated (e.g., from a particular marketing campaign, referral, or event). This information is crucial for tracking the effectiveness of your marketing efforts and understanding lead conversion rates.
• Project-Specific Details:
For project-based businesses, you can use custom fields to track project timelines, status, budget, and other project-specific details. This ensures that you have all the necessary information at hand to keep the project on track and within scope.
• Sales Funnel Customization:
Custom fields allow you to personalize your sales pipeline. You can track additional sales-related data, such as the number of meetings held, negotiation stage, or customer objections. These fields help in optimizing your sales process.
• Customer Support Data:
Use custom fields to track customer support requests, issues, and resolutions. This allows your support team to have full context when assisting customers, ensuring they can offer the best solutions quickly and efficiently.
Why Custom Fields and Values Matter for Your Business:
• Tailored Data Management: Custom fields ensure that you are collecting the exact information you need, making it easier to manage customer data in a way that aligns with your specific business needs.
• Improved Reporting and Insights: By using custom fields, you gain the ability to generate more relevant reports and insights. This helps you make informed business decisions based on the data that truly matters.
• Enhanced Customer Relationships: Having access to detailed customer information via custom fields helps you provide a more personalized experience for each client, which can lead to better customer retention and satisfaction.
• Scalable CRM: As your business grows, so too can your data collection. Custom fields make it easy to scale your CRM to capture additional data without disrupting your workflow or user experience.
DealTrail’s Custom Fields and Values provide you with the flexibility to capture and organize data that is most relevant to your business. By customizing your CRM to meet your specific needs, you can enhance your reporting, automate workflows, and provide a more personalized experience for your clients. Whether you’re managing customer relationships, tracking leads, or optimizing sales processes, custom fields ensure you have the right tools to run your business effectively.
Start utilizing Custom Fields today to personalize and optimize your DealTrail CRM experience!