Company fields settings

Since there are numerous different types of companies, in order to consider different features of different companies, you can add custom company fields.

How to add a company field

To add of a new company field go to Settings, then to the section “Fields”.

Choose "Companies" on top of the page and press the button Add Field.

Choose the type of the new custom field.

Enter field name

If needed you can add a condition that this field has to be filled in when the linked lead gets into certain status. You can also make the field available only via API - it means that the field might be edited only via API and not manually.

Press Save button to save the changes.


If needed, you can always edit a custom company field.

How to edit company field.

To edit company field go to Settings, then section "Fields".

Choose "Companies" on top of the page.

Find the field you want to edit in the list of fields and hover over the upper right corner of the field.

Press Edit in the opened menu.

Make the necessary changes and then press Save button.

 

How to delete a company field

If the company field isn't used anymore you can delete this field.

To delete a company field go to Settings, then section "Fields".

Choose "Companies" on top of the page.

Find the field you want to delete in the list of fields and hover over the upper right corner of the field.

Press “Delete” in the opened menu.

Then press “Yes” to confirm that you want to delete the field.

That's it! The field is deleted!

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.