How To Create Custom Fields

References for HubSpot CRM and Salesforce

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Written by Ana Nelas

Last published at: August 19th, 2019

Even though all CRMs have standard fields (such as Contacts, Companies, and Deals), sometimes you need to create additional properties that meet your business' specific needs. 

It is important that you ask yourself this question:

    What is the most valuable information for my business?

Although it may be very tempting to create a bunch of custom fields, remember that less is more. You want to focus everyone's attention on a few fields that are really important, not to distract them with a neverending list of fields to fill in.

Attentive uses your custom fields to improve your CRM performance and Sales Process. However, you must create your custom fields directly on the CRM.

To do so, check these help articles:

For Salesforce users: https://help.salesforce.com/articleView?id=adding_fields.htm&type=5 

For HubSpot CRM users: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property