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Add Custom Fields
Knowing the small, seemingly insignificant details about a prospect or client is sometimes what helps forge the strongest relationships. With FP’s Custom Fields, you can capture all of that important information in the Contacts and Companies modules. And with one central place to capture the information, everyone on your team has access to the wealth of information.
- On the far right corner of the main navigation bar, hover over “Admin”, hover over “System Set Up”, and click “Custom Fields”.
- Click either “Company” or “Contact” to determine which module the custom field will appear on.
- Click “+ New Custom Field” and fill in the fields.
- Click the “→” beside the custom field to assign it to your system.
- Click “Save Changes”.
You’d be surprised how handy it can be to know a prospect’s pet’s name or be able to segment your client list by sports team—a good opportunity for a reach out when their favourite team is winning. Instead of having to memorize all the details, Custom Fields in FP provide a single place to store all the information you want to know about a company, prospect or client.
The Admin area in FP is permission based. If you can’t access Custom Fields, please speak to your company’s FP Prime. You can also learn more about how to use Custom Fields in the FP library.
Brand & Product Coordinator
Marissa was raised on a steady diet of mountain and ocean activities. She's a product marketer by day, reader by night, and human being by day and night.