Solar At Scale - Solar Closer Mastery

Solar At Scale - Solar Closer Mastery

Custom Fields & Activities

Custom Fields

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How to Create Custom Fields

Navigate to the Settings.

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Go to the Custom Fields settings page.

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Select the relevant custom field you want to create by selection from the options at the top:

Lead Custom Field

Contact Custom Field

Opportunity Custom Field

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Click the + New Custom Field button.

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Fill in the details of the custom field you’re creating:

Name

Type

Description

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If you wish, you can Share the custom field between the Lead and Contact so they can be used in both instances.

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If desired, you will have the option to Restrict the Custom field so only certain Roles within your organisation will be able to use them.

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How to Edit Existing Custom Fields

In the Custom Field settings page, find on the custom field you want to edit & click on it’s name.

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Edit the custom field as required.

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When done, click Save on the bottom right.

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Keep in mind that Shared Custom Fields cannot have the Type edited once it has been created.

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