In addition to the many data fields that are available for you to use in your leads, contacts, and deals, you can also create custom fields to store additional information. For example, you may want to add a Skype name or an anniversary date to the contact card.
After you have added custom fields, you can also use them to filter your leads, contacts, and deals by information specific to your business. To do this, set your custom fields as filterable.
This article covers the following topics:
Adding custom fields
Custom fields are created separately for your leads, contacts, prospects and customers, and deals. You need admin rights to create custom fields. After they’ve been added to the account, custom fields can be applied by all Sell users.
You need admin rights to create the following types of custom fields:
- Single Line Text
- Paragraph Text
- Number
- Checkbox
- Dropdown
- Multi-Select
- Date
- Phone
- Address
- URL
Administrators add custom fields separately for leads, contacts, prospects and customers, and deals. These are defined in the Admin settings and then appear as additional fields that can be added by Sell users.
To add a custom field for leads
- Click the Settings icon (
), then select Customize > Leads.
- Under Custom fields, click Add Field.
- Add the Field Label.
- Select the Field Type.
- Set the following options:
- Filterable - When selected, this field can be used as a filter to view leads.
- Value editable only by admin - When selected, only admins are able to change the value of this field.
- Upon conversion transfer to deal - Checking this box transfers the custom field to the deal card if a deal is created as part of the lead conversion process.
- Upon conversion transfer to person - Checking this box transfers the custom field to the individual contact card if an individual contact's first and last name are present on the lead.
- Upon conversion transfer to company - Checking this box transfers the custom field to the company contact card if a company name is present on the lead.
- Click Save.
To add a custom field for contacts
- Click the Settings icon (
), then select Customize > Contacts.
- Under Custom fields, click Add Field.
- Add the Field Label.
- Select the Field Type.
- Set the following options:
- Filterable - When selected, this field can be used as a filter to view contacts.
- Value editable only by admin - When selected, only admins are able to change the value of this field.
- Show on person cards - Select this option if you want the custom field to appear on person cards.
- Show on company cards - Select this option if you want the custom field to appear on company cards.
- Click Save.
To add a custom field for prospects and customers
- Click the Settings icon (
), then select Customize > Prospects and Customers.
- Under Custom fields, click Add Field.
- Add the Field Label.
- Select the Field Type.
The Multi-select field type is not an option for custom fields that are in the Prospects and Customers section of Sell.
- Set the following option:
Filterable - When selected, this field can be used as a filter to view prospects and customers.
- Click Save.
To add a custom field for deals
- Click the Settings icon (
), then select Customize > Deals.
- Under Custom fields, click Add Field.
- Add the Field Label.
- Select the Field Type.
- Set the following options:
- Filterable - When selected, this field can be used as a filter to view deals.
- Value editable only by admin - When selected, only admins are able to change the value of this field.
- Click Save.
Setting the order of custom fields
When creating multiple custom fields, users with admin rights can also set the order in which they are displayed on the lead, contact, prospect and customer, and deal cards.
To set the order of custom fields
- In your list of custom fields, click the sort arrows (up or down) to change the order of the custom fields.
- You can also drag the custom fields up and down the list using the sort handle that appears when you move your cursor over the custom field (the handle is located on the right edge). Click the handle and drag the custom field into the position you want it in the list.
- Your sort order is saved automatically and displayed on the corresponding cards immediately.
Editing and deleting custom fields
Admin users are able to edit custom fields. However, if a custom field has been used and populated with data, it cannot be changed to a different type.
To edit a custom field
- Click the Settings icon (
), then select Customize > Leads, Customize > Contacts, Customize > Prospects and Customers, or Customize > Deals.
- In your list of custom fields, click the Edit button of the fields you want to change.
- Update your custom field as needed, then click Save.
Custom fields can also be deleted, but keep in mind that when you delete a custom field you also delete any data that has been stored in this custom field.
To delete a custom field
- In your list of custom fields, click the Trash icon for the fields you want to delete.
- You’ll be prompted to confirm that you want to delete the field. Click Remove to delete the field.
9 Comments
For ZenSell, it would be perhaps good to establish additional field, subtype of Number - currency. On the report, where it is being used, than it should be available also checkmark "Sum" as it is with revenue
Also, Revenue is one thing, but Margin is what we live on and that field is really missing
Hi Andrej! Thank you for reaching out! You are describing calculated fields which are not yet a feature in Zendesk Sell.
In the meantime, you can use other field types of Custom Fields (besides checkbox) to filter reports and build smart lists. You can export theses lists to complete quick calculations. (https://support.zendesk.com/hc/en-us/articles/360041516613-Exporting-a-smart-list)
Another workaround is to use our API or Zapier, our third-party integration provider, to update information in a Google Spreadsheet, complete calculations, and fill out entries in a custom field for Sell. This is a common workaround for accounts that want a custom field for "Commission per Deal". They pull the Deal Value from Sell into a spreadsheet, update and calculate fields in a Google Sheet, and return that value to a Custom Field in Sell. (https://zapier.com/apps/zendesk-sell/integrations/google-sheets)
That being said, I would be happy to pass your feedback to the appropriate Product Team :) They will review your request, evaluate how easily it can be added to our product roadmap, and see if other accounts share the same request! I apologize that we do not have this functionality at this time, and thank you for taking the time to provide us with this feedback so we can work on improving this area of Sell.
Best,
Katie
Hi.
Actually, calculated field (margin as % of revenue) was beyond my wish.
For the begining, simple currency format and ability to use in report would be just fine. :O
Andrej
Hi Andrej!
Understood :) We will be sure to pass your message to our Product Team! Thank you for taking the time to share this feedback.
I agree, this would be highly desired functionality. I've just migrated from Monday and it's a big miss, IMO.
In my case, I'm running a beverage manufacturing pipeline. The $ value of my deals are based on:
- Estimate of how many cans of a beverage we will produce for a client annually
- Estimate $ charge per can
The deal $ value is calculated by multiplying those together. And those numbers fluctuate frequently as we work to closure. So, I have to update 3 fields manually every time I have a call with a client.
Another big issue is that your custom number fields are integer-only. So, I can't keep track of pennies. For instance, $ charge per can may be $0.113/can. I'm forced to represent this as 113 in Zendesk, which quite suboptimal.
Hi Michael,
Thank you for your feedback! As mentioned above, the ideal solution would be to have a currency field in Sell where you can have currency values and decimals included in the field (and be able to calculate the field). I agree that it would be a great addition to Sell and I will be sure to pass this feedback to our Product Team!
In the meantime, you can also use a Google sheet to calculate fields and set up a Zap to automatically fill out those values in custom fields in your Sell account. Or you can track this information in custom fields with the type "single line text" so that you can include other characters.
Best,
Katie
Thanks Katie! Great workarounds. I hadn't considered that Zap would work with you, but I'm going to give it a shot!
I have set up a number of custom fields and have ticked the box for them to be transferred to the deal, person and company. However, I am noticing that when I do convert to a deal, the transfer is not happening. Please advise.
Hi Greg Green,
I would suggest reaching out to our Customer Support Team or I would be happy to create a ticket on your behalf so we can investigate specific examples in your account! We will also need further clarification into whether the custom field on the lead is transferring to just the deal? the person? the person and company but not the deal? or not transferring at all?
In the meantime, please note that you must click Convert on the lead that already contains the custom field you want to transfer. You should then create a Contact/Company and a Deal at the same time of conversion. If you just convert a lead to a person or company and uncheck the box next to, Create a deal for this converted lead, the custom field will not transfer to the deal.
Looking forward to hearing from you!
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