SharpSpring has system fields (firstName, lastName, email, etc.) that you can use for each lead created/imported in SharpSpring. However, there will be times where you want to track data that is non-standard, like “preferred time to call”, “favorite sports team”, and so on. We allow you to create custom fields in a variety of formats, allowing you to tailor your instance of SharpSpring to fit your company’s needs. The three custom fields types are Lead, Account, and Opportunity. The field types are different formats, Boolean, Date Time Picker, Text Area, and so on.
The following User Roles have access to use custom field types:
- Administrator
- Marketing Manager
Lead Field
These are custom fields that operate within the Contact Manager and are the only custom fields that are usable within the Task and Workflow feature sections.
- Text input - Accepts any alphanumeric data, with a limit of 256 characters.
- Drop-down Select - Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices.
- Boolean - True or False representation. Used in basic logic assessment, as well as some web forms.
- Phone number - Will accept most formats (ex. 555-555-5555, or (555) 555-5555).
- URL - Good for tracking pages that contacts/leads may be interacting with outside of sites you are actively tracking. For example: A lead might have a Google Sheet you are collaborating with them on. You can use this custom field to track each Google Sheet URL for each contact/lead.
- Attachment URL - Ideal for keeping track of externally hosted attachments pertaining to contacts/leads.
- Text Area - Similar to Text input, but with more space available. Similar to a comments field on a web form with a 2000 character limit.
- Country - Already a system field, but could be useful for tracking multiple country interactions with each of your leads/contacts/accounts/opportunities.
- Checkbox Group - Similar to Drop-down Select, but allows the selection of more than one (or all) of the possible choices in the field.
- Date picker - Ideal for tracking specific days that could pertain to future meetings times, events, and so on.
If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. - Bit - The only possible values are “1” and “0”. Similar usage to Boolean.
- Hidden - These fields typically are used in web forms, where the form will pass along hidden data from one page to the next.
- States - Similar usage to the Country Field.
- Radio Group - Similar functionality to the Drop-down Select field, as it only allows one selection from a list of possible choices.
- DateTime picker - This is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as a data. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on.
- File Upload - This field allows you to upload a file to our platform for later reference. Useful to track proposal documents pertaining to opportunities and leads, etc. Maximum file size limit: 5MB.
Account Field
These custom fields pertain to the Account Manager, where the companies that have had an opportunity associated to them are cataloged and tracked.
- Text input - Accepts any alphanumeric data, with a limit of 256 characters.
- Drop-down Select - Standard format, most commonly seen in web forms where you choose one possible option out of multiple choices.
- Boolean - True or False representation. Used in basic logic assessment, as well as some web forms.
- Phone number - Will accept most formats (ex. 555-555-5555, or (555) 555-5555).
- File Upload - This field allows you to upload a file to our platform for later reference. Useful to track proposal documents pertaining to opportunities and leads, etc. Maximum file size limit: 5MB.
- Text Area - Similar to Text input, but with more space available. Similar to a comments field on a web form with a 2000 character limit.
- Country - Already a system field, but could be useful for tracking multiple country interactions with each of your leads/contacts/accounts/opportunities.
- Checkbox Group - Similar to Drop-down Select, but allows the selection of more than one (or all) of the possible choices in the field.
- URL - Good for tracking pages that contacts/leads may be interacting with outside of sites you are actively tracking. For example: A lead might have a Google Sheet you are collaborating with them on. You can use this custom field to track each Google Sheet URL for each contact/lead.
- Attachment URL - Ideal for keeping track of externally hosted attachments pertaining to contacts/leads.
- Hidden - These fields typically are used in web forms, where the form will pass along hidden data from one page to the next.
- States - Similar usage to the Country Field.
- Radio Group - Similar functionality to the Drop-down Select field, as it only allows one selection from a list of possible choices.
- Bit - The only possible values are “1” and “0”. Similar usage to Boolean.
Opportunity Field
These custom fields pertain to opportunities only and have a similar functionality to Account fields.
You can designate opportunity custom fields as required. These fields can either be required on opportunity creation or opportunity close. When a user attempts to create or close an opportunity without filling out the designated required fields, a notification will appear in the upper right-hand corner of the platform indicating the field requirement.
- Text input - Accepts any alphanumeric data, with a limit of 256 characters.
- Drop-down Select - Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices.
- Boolean - True or False representation. Used in basic logic assessment, as well as some web forms.
- Phone number - Will accept most formats (ex. 555-555-5555, or (555) 555-5555).
- File Upload - This field allows you to upload a file to our platform for later reference. Useful to track proposal documents pertaining to opportunities and leads, etc. Maximum file size limit: 5MB.
- Text Area - Similar to Text input, but with more space available. Similar to a comments field on a web form with a 2000 character limit.
- Country - Already a system field, but could be useful for tracking multiple country interactions with each of your leads/contacts/accounts/opportunities.
- Checkbox Group - Similar to Drop-down Select, but allows the selection of more than one (or all) of the possible choices in the field.
- URL - Good for tracking pages that contacts/leads may be interacting with outside of sites you are actively tracking. For example: A lead might have a Google Sheet you are collaborating with them on. You can use this custom field to track each Google Sheet URL for each contact/lead.
- Attachment URL - Ideal for keeping track of externally hosted attachments pertaining to contacts/leads.
- Hidden - These fields typically are used in web forms, where the form will pass along hidden data from one page to the next.
- States - Similar usage to the Country Field.
- Radio Group - Similar functionality to the Drop-down Select field, as it only allows one selection from a list of possible choices.
- Bit - The only possible values are “1” and “0”. Similar usage to Boolean.