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Add Custom Fields
Knowing the small, seemingly insignificant details about a prospect or client is sometimes what helps forge the strongest relationships. With fp.’s Custom Fields, you can capture all of that important information in the Contacts and Companies modules. And with one central place to capture the information, everyone on your team has access to the wealth of information.
- In the far right corner of your fp. System, hover over “System Set Up.” Click “Custom Fields.”
- Click “+ New Custom Field” and add whatever field you’d like.
- Click the “→” to assign the custom field to your system.
- Click “Save Changes.”
You’d be surprised how handy it can be to know a prospect’s pet’s name, or be able to segment your client list by sports team—a good opportunity for a reachout when their favourite team is winning. Instead of having to memorize all the details, Custom Fields in fp. provide a single place to store all the information you want to know about a company, prospect or client.
The Admin area in fp. is permission based. If you can’t access Custom Fields, please speak to your company’s fp. Prime. You can also learn more about how to use Custom Fields in the fp. library.
Stay tuned for the next #OptimalPrime where we continue your transformation into a productivity pro with a new trick in fp.
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