What are contact fields and how to customize them?

This includes all the default contact fields that can be filled in manually through contact forms, during import, or automatically using our CRM Web library.

Here’s the list of default fields:

Field Name Description
First name Contact's first name Eg: James
Accounts The company that the contact works at Eg: Widgetz Upto 10 companies can be associated with a contact
Job title Designation Eg: CEO
Department Contact's department at work Eg: Sales
Email Contact's email address Eg: jamessampleton@gmail.com
Telephone numbers (Work & Mobile) Respective phone numbers
Other phone numbers Additional phone numbers Note: You can add 1 value for this field in the Free and Growth plans, and 10 values in the Pro and Enterprise plans.
Lifecycle stage Lifecycle stage of the contact Eg: New prospect, Returning customer, etc.
Status Status type Eg: Trial, demo, etc
Has authority If the Contact has the authority to take transactional/monetary decisions.
Do not disturb Contacts who've opted out of promotional or any other bulk email campaigns.
Timezone The timezone of the Contact Eg: Pacific Time - US & Canada
Address Door no, Street name Eg: 32, Baker Street
City Eg: Brisbane
State Eg: California
Zipcode Eg: 4030
Country Eg: USA
Facebook Facebook username (auto enriched)
Twitter Twitter username (auto enriched)
LinkedIn LinkedIn username (auto enriched)
Source Source of the Contact- where it came from Eg: Organic search or the web, etc
Campaign The campaign that directed your Contact to your website or app
Medium The medium(channel) that led your Contact to your website or app
Keyword The search keywords that your Contact used

Additional Information

This includes custom fields that capture additional information about the contact such as Date of birth, Alternate address, Years of work experience etc. The custom fields can be filled in manually through the contact forms or during import.

To customize contact fields,

  1. Login to your account as an administrator.
  2. Go to Settings > Contacts module
  3. Click the Edit Field icon beside a field under Basic Information, Additional Information or Application data. 
  4. In the Edit Field Type overlay, 
  • You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
  • You may edit and delete the existing choices, or add new ones by clicking the Add choice button. When you delete the existing choices, the value for those records would become blank.
  • Once you are done, click Save.

Freshsales Guide

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Contact And Account management

Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact

Deal Pipeline Management

Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.

Contact Scoring

Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM

Organization Settings

Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.

Custom Modules

Create new modules with unique icons and customized fields to capture additional information specific to your business process.

Sales Emails

Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.

Sales sequences

Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.

Phone Settings

Customize your phone number, assign numbers to your team, create call queues and more.

Chat Settings

Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.

Marketplace Apps

Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.

User or Agent Settings

Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.

Configure, Price, Quote

Build company-branded documents using a built -in template editor to send accurate quotes to contacts.

Record Management

Learn to manage, sort, bulk assign, delete, and forget records in the web application.

Automation Software

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Add Use Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Assign Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Bulk Actions

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Capture Website Visitors

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Clone Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Customize The Ui

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Import Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Manage Lifecycle Stages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Merge Contacts

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Multiple Email Addresses

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Prospect

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Promotions Advantages

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

Social Media Sales Strategy

These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice 

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