3.3. Custom Fields Setup

Nexved CRM provides the flexibility to create custom fields for various entities such as clients, leads, and deals. Custom fields enable you to capture additional, business-specific information that goes beyond the default CRM data. This guide will walk you through the process of creating custom fields and provide examples of useful custom fields like Industry, Product Type, and Client Priority.

Creating Custom Fields in Nexved CRM

Custom fields allow you to extend the CRM by adding extra information specific to your business needs. Whether you're managing clients, leads, or deals, you can easily create custom fields to capture important data.

Steps to Create Custom Fields:

1. Navigate to the Custom Fields Section:

   • In Nexved CRM, go to the Settings section by clicking on the gear icon in the left sidebar.

   • Under Settings, locate and click on Custom Fields.

2. Choose the Entity to Add Custom Fields:

   • In the Custom Fields section, you will see options to add custom fields for various entities like:

     • Clients

     • Leads

     • Deals

   • Select the entity for which you want to add the custom field (e.g., Leads).

3. Click on "Add Custom Field":

   • Once you've selected the entity, click on the Add Custom Field button to create a new field.

4. Configure the Custom Field:

   • Field Name: Enter a clear, descriptive name for the custom field (e.g., "Industry", "Product Type").

   • Field Type: Choose the appropriate field type based on the type of data you want to capture. Common field types include:

     • Text: For short text inputs, such as a name or title.

     • Textarea: For longer text or detailed information.

     • Dropdown: For predefined options (e.g., "High", "Medium", "Low" for Client Priority).

     • Date: For date-related information, such as the lead creation date.

     • Checkbox: For yes/no options (e.g., "Has Signed Contract").

     • Number: For numeric values, such as revenue or deal size.

   • Field Description: Optionally, add a description to explain the purpose of the field.

   • Required Field: Mark this option if the field is mandatory.

5. Save the Custom Field:

   • After configuring the field, click Save to add it to the selected entity. The new custom field will now be available for use when adding or editing records within that entity.

Examples of Useful Custom Fields:

• Industry (Client Custom Field):

  • This field captures the industry to which a client belongs, helping you tailor your approach based on industry-specific needs.

  • Field Type: Dropdown (e.g., "Retail", "Technology", "Healthcare", "Finance").

• Product Type (Lead Custom Field):

  • This field is useful for categorizing the type of product or service a lead is interested in. It helps your sales team focus on the right products.

  • Field Type: Dropdown or Text (e.g., "Software", "Consulting", "Hardware").

• Client Priority (Deal Custom Field):

  • This field helps prioritize clients or deals based on their importance or urgency. This is useful for ensuring that the most critical clients are handled first.

  • Field Type: Dropdown (e.g., "High", "Medium", "Low").

• Referral Source (Lead Custom Field):

  • Track how leads found your business (e.g., "Referral", "Social Media", "Ad Campaign") to understand the effectiveness of your marketing efforts.

  • Field Type: Dropdown (e.g., "Referral", "Organic Search", "Paid Search").

Managing Custom Fields

After creating custom fields, you may need to manage or modify them as your business evolves. Nexved CRM allows you to edit, delete, or reorder custom fields to ensure they remain relevant.

Editing or Deleting Custom Fields:

1. Navigate to the Custom Fields Section:

   • As mentioned, go to Settings and select Custom Fields.

2. Select the Entity where the custom field is located (e.g., Clients, Leads, or Deals).

3. Edit or Delete:

   • To edit a custom field, click on the edit icon next to the field you want to modify. You can change its name, type, description, or whether it's required.

   • To delete a custom field, click on the delete icon next to the field. Be cautious when deleting fields, as this action cannot be undone.

4. Reordering Custom Fields:

   • You can reorder custom fields by clicking and dragging the drag-and-drop icon next to the field. This is useful for organizing fields in a way that makes the most sense for your workflow.

Using Custom Fields in Day-to-Day Operations

With custom fields in place, your team can effectively capture, track, and manage important information for clients, leads, and deals. Here's how you can make the most of your custom fields:

• Tailored Views: Customize your record views and dashboards by including relevant custom fields. This ensures that your team sees the most important information upfront.

• Data Filtering and Sorting: When viewing leads, clients, or deals, you can filter and sort records based on custom fields. For example, sorting deals by "Client Priority" helps your sales team focus on high-priority clients first.

• Reports and Analytics: Leverage custom fields in your reports. For example, you can track deals by "Product Type" or generate insights about leads by "Referral Source," helping you make informed business decisions.