Here's A Quick Refresher On How Custom Fields Can Supercharge Your Workflow:
- Tailored Data Collection: Personalize your CRM to capture specific information crucial to your business, tailoring it to your unique needs
- Enhanced Reporting: Generate insightful reports, identify trends, and make data-driven decisions to align with your evolving business goals.
- Improved Customer Segmentation: Easily categorize and segment your contacts based on specific criteria, allowing you to target your audience more effectively.
- Seamless Mobile Experience: Access and update custom field data on the go with our enhanced mobile app, ensuring you stay connected wherever you are.
There are endless ways to track data with Wingmate's CRM. Harness the power of custom fields, not only for your prospects/leads but for your current customers, as well.
Reach out to us to set up a pipeline for your existing customers! Creating specific custom fields like renewal dates, up-sell & cross-sell opportunities, contract length and more.
Step By Step Guide (Only Managers w/ Admin Access):
Step 1:
Start by hovering over the Wingmate Logo in the top right of your CRM. Under the drop-down menu, select 'Admin Console'. Select 'Customize Pipeline & Fields'
Step 2:
Scroll down to the Custom Field section. Clicking the + icon at the bottom will allow you to create a new custom field.
Step 3:
Add a title. Select the Type (Select, Multi-Select, Date, Text, etc.). Press Save @ the bottom right corner, once done.