Creating and managing custom fields in Sell

Creating and Managing Custom Fields in Sell In addition to the many data fields available for use on your leads, contacts, and opportunities, you can also create custom fields to store additional information. For example, if you want to add a Skype name or birthday to your contact card.

Once you've added custom fields, you can also use them to filter leads, contacts, and opportunities with information specific to your company. To do this, just set your custom fields as filterable.

This article covers the following topics:

Inclusion of custom fields
Setting the order of custom fields
Editing and Deleting Custom Fields
Inclusion of custom fields

Custom fields are created separately for leads, contacts, existing and potential customers, and opportunities. You need admin rights to create custom fields. After adding them to the account, the custom fields can be used by all Sell users.

You must have admin rights to create the following types of custom fields:

one line text
paragraph text
Number
Selection box
drop-down list
multiple selection
Date
Email
Phone number
Address
URL

Admins add custom fields separately for leads, contacts, existing and potential customers, and opportunities. They are defined in admin settings and displayed as additional fields that can be added by Sell users.

Note: The checkbox, paragraph text, email, address, phone number, and URL custom field types cannot be used as filters.

How to add a custom field for leads

Click the Settings () icon and select Customize > Leads.
Under Custom Fields, click Add Field.

Add the Field Label.
Select Field type.
Set the following options:
Filterable - when selected, this field can be used as a filter to view leads.
Value editable only by administrator - when selected, only administrators can change the value of this field.
Transfer to Opportunity on Conversion - Selecting this checkbox transfers the custom field to the opportunity card if an opportunity is created as part of the lead conversion process.
Transfer to person on conversion - by checking this checkbox, the custom field is transferred to the individual contact card if an individual contact's first and last name is present in the lead.
Transfer to company on conversion - by selecting this checkbox, the custom field is transferred to the company's contact card if the company's name is present on the lead.
Click Save.

How to add a custom field for contacts

Click the Settings () icon and select Customize > Contacts.
Under Custom Fields, click Add Field.

Add the Field Label.
Select Field type.
Set the following options:
Filterable - when selected, this field can be used as a filter to view contacts.
Value editable only by administrator - when selected, only administrators can change the value of this field.
Show on person cards - select this option if you want the custom field to appear on person cards.
Show on company cards - select this option if you want the custom field to appear on company cards.
Click Save.

How to add a custom field for existing and potential customers

Click the Settings () icon and select Customize > Existing and Prospects.
Under Custom Fields, click Add Field.

Add the Field Label.
Select Field type.

This type of multi-select field is not an option in custom fields that are in the Existing and Prospects section of the Sell.

Set the following option:

Filterable - when selected, this field can be used as a filter to view existing and potential customers.

Click Save.
Note: when a contact qualifies as an Existing or Lead, custom fields for that contact are also added as Existing and Leads custom fields. This means that these custom fields exist in two places in the admin settings. If you want to delete a custom field that exists in two places, do so separately, as deleting a shared custom field in contacts does not also delete it in existing and potential customers.

How to add a custom field for opportunities

Click the Settings () icon and select Customize > Opportunities.
Under Custom Fields, click Add Field.

Add the Field Label.
Select Field type.
Set the following options to go:

Filterable - when selected, this field can be used as a filter to view opportunities.
Value editable only by administrator - when selected, only administrators can change the value of this field.
Click Save.
Note: Enterprise and Elite versions of Sell have the option to create custom fields for sales pipelines (see Working with multiple sales pipelines).
Setting the order of custom fields

When creating multiple custom fields, users with admin rights can also define the order in which they appear on lead, contact, existing and potential customer, and opportunity cards.

How to set the order of custom fields

In your list of custom fields, click the sort arrows (up and down) to change the order of the custom fields.
(Optional) You can drag custom fields up and down the list using the sort handle, displayed when you move your cursor over the custom field (the handle is in the right corner). Click the handle to drag the custom field to the desired position in the list.

The sort order is automatically saved and updated on the corresponding cards immediately.

Editing and Deleting Custom Fields

Users with admin rights can edit custom fields. However, if a custom field was used and filled with data, it cannot be changed to another type.

How to edit a custom field

Click the Settings () icon and select Customize > Leads > Customize > Contacts and click Customize > Existing and Prospects or Customize > Opportunities.
In your list of custom fields, click Edit for the fields you want to change.
Update the custom field as needed and click Save.

You can also erase custom fields, but it is important to remember that doing so also erases all data stored in that custom field.

How to delete a custom field

In your list of custom fields, click the trash can () icon on the fields you want to delete.
You will be asked to confirm that you want to delete the field. Click Remove to delete the field.