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.
- 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: