Configuring Custom Fields for Accounts

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. While accounts use standard fields, like account name or company phone number, accounts can also use your Lead Gen & CRM custom fields.

Custom Fields In Accounts

All custom fields created in your Lead Gen & CRM instance will be available in all accounts in your Account Manager. Custom fields are created, and required fields are set from the Settings page of your Lead Gen & CRM instance.

Fill out the fields for each account individually. Start from Sales > Accounts in the left toolbar. 

1. Select the desired account from the Account Manager.
   
   

    

2. Scroll down to the Custom Fields section and click the arrow to expand it. 
3. Fill out and check the checkmark box for any of the custom fields that apply to the account. 
   
   

    

4. Click Save Changes at the top of the account page. 
   
   

    

Creating New Custom Fields 

All custom fields are created, for use across the entire Lead Gen & CRM instance, from the Settings page. If you need a custom field that applies to only one account, create the field but do not set it as a required field. This way, the field can be used in accounts where it applies, and ignored in accounts where it doesn't apply. 

Read our Creating Custom Fields article to learn more about creating new fields from Settings. 

Questions?