FreeAgent Adds Support for Custom Fields

We’ve added support for Custom Fields to Leads, Accounts, and Deals! Add as many as you need, and configure and edit them at any time.

Custom fields come in many shapes and sizes
  • Lists (e.g. Country)
  • Dates (e.g. Renewal Date)
  • Values (e.g. Pilot Revenue)

Our support for ‘Lists’ is really special & way better than any other sales solution on the market! Instead of requiring that you have an admin or sales ops resource maintain a list of values, FreeAgent maintains the list values automatically. So when you need to add a new value, just use it when importing your Lead/Account/Deal and you’re done.

Custom fields are automatically available in Filters & for use in Saved Views, Reporting, and Import/Export.

See how it works below: