Default fields are customizable categories in Outfield that help you organize your customer information. They allow you to group and filter customers based on specific details that are important to your business.
Why default fields?
- Easier Customer Organization: Helps you put customers into groups based on things like location or customer status.
- Better Targeting: Allows you to easily filter customers for marketing campaigns, follow-ups, or reports.
Examples of How to Use Default Fields
Here’s how you can use default fields to group your customers and improve your sales process:
- Customer Tier: Assign customers to a group like Gold, Silver, or Bronze based on their value to your business. This helps you focus more attention on your Gold customers who bring in the most value.
- Territory: Group customers by their location, like North, South, East, or West. This helps your team focus on specific areas and track how each region is performing.
- Account Status: Use fields like Active, Inactive, or Prospect to keep track of where each customer is in your sales pipeline.
How to Set Up Default Fields
Follow these steps to create default fields for organizing your customers:
- Go to Setup in the left hand toolbar.
- Click on Team Preferences.
- Under Custom Fields, click Setup Default Fields.
- Click Add Default Field.
- Fill in the following information:
- Name: Enter the name of the field (like Customer Tier).
- For: Select Customers because you’re setting up fields for customer organization.
- Field Type: Choose how you want to classify the field, like a text box or drop down list.
- Teams: Choose which team this field applies to, or leave it for all teams.
- Click Save Default Field to save your changes.
- You can assign customers to their default fields value in edit info on the app and web.
- For bulk updates please reach out to support@outfieldapp.com.
Best Practices
- Keep Field Names Clear: Use simple names like Tier, Territory, or Status so everyone on your team understands them.
- Use Dropdowns for Consistency: Dropdown menus are helpful for making sure everyone uses the same options (like Gold, Silver, or Bronze).
- Mark Important Fields: You can check the box for “Make this a priority field” if you want to display this field front and center in your account page.
Filters You Can Apply to Customer Data
Once you’ve set up default fields, you can filter customer data using these fields. This makes it easy to search for specific customer groups.
- Customer Tier: Filter by Gold, Silver, or Bronze customers to quickly see who your top clients are.
- Territory: Filter by regions like North or West to focus on customers in specific areas.
- Account Status: Filter by Active or Prospect customers to know who is currently engaged and who might need follow-up.
Please reach out to support@outfieldapp.com for any questions you may have.
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