Zomentum's CRM module allows you to modify the sales funnel by adding new fields across entities to capture additional customer information. You can add these custom fields for
Opportunity, clients, contacts, documents, Product and Call logs.
How to add Custom Fields
Go to Settings > Custom Fields > Click on the three dots towards the entities in which you would want to add/view fields > you have the options to View field / Add field.
View fields: It displays the system fields that are default across all the accounts and custom fields that you have created specifically to your account.
Add fields: You can add custom fields, you can enter a suitable field name and select the field type here and Mark required, mark a field to be mandatory while creating entities manually, importing via CSV, or importing via Zapier. The field types available are Text, Number, Dropdown, Decimal, Date, or Currency. Hit ‘Save’.
You have a preview just below to check how it would look on the interface.
You can also change the ordering by navigating into “View fields” and scrolling the 6 dots. This would reflect in the respective module.
How does it help?
Custom fields allow you to add specific data to your sales process. These fields can then be used anywhere in the software.
Once the custom field is set, you can:
- Create custom merge tags within your sales contract and proposals, which allows another layer of personalization to the proposal builder.
For example: If the new custom field created is ‘Client Unique ID’ under the opportunity section, you will add a merge tag in your Document builder for the same.
- Create custom reports based on these fields, offering a bird’s eye view of your entire business.
- The custom fields are automatically updated in Zomentum when a CSV file with valid values is uploaded/imported.