Some organizations need some business-specific data to be maintained in their lead and customer databases to help their sales team effectively perform the sales process. This can be achieved by means of Custom fields in their Sales management tool.
What are Custom Fields and why are they used in Vembu SalesDesk?
Custom fields are used to capture important data specific to your business requirements by specifying some field-related information and the custom fields feature in Vembu SalesDesk provides this flexibility. Once the custom fields are configured by administrators, these fields are made available in the appropriate places.
In Vembu SalesDesk, an Administrator of a Company can add new fields in Lead & Accounts page as per his business requirements. These fields will be available in Lead/Account addition process as well as to all Leads and account which were added to his company .
How can I add custom fields in Vembu SalesDesk?
It is not much difficult to add a custom field in Vembu SalesDesk as it takes very few mins and easy steps to do it.
Steps to follow to add a Custom Field in Vembu SalesDesk
- Go to settings tab of Vembu SalesDesk and click on Custom fields provided in left panel.
- Click on Add a custom field button.
- Select the page in which the Custom field has to be added.
- Now enter the name of the field,choose the type of the field required and also the choose the option to set the field as mandatory or not.
- Finally Click on add, and custom field will added successfully
- Now the added custom field can be checked in that respective page of the Vembu SalesDesk.
Please click here to learn more about Vembu CRM Suite and click here to refer the pricing of the same.
Got questions? Email us at: vembu-support@vembu.com for answers.
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