Adding custom fields to your Accounts can improve how you manage, segment, and act on data. Perhaps you want an Account tiering system (tier 1, 2, 3, etc) to help you prioritize hot Accounts, or maybe you want to list relevant Technology Stack information so you can personalize your outreach or identify compatibility. Let's use these use cases as examples.
Creating Custom Fields
Before you can use a custom field, you'll need to create it. Follow these steps:
Click on the Outreach tab at the top of your screen in the blue banner.
Under the Leads section, select Fields.
Toggle to the Accounts tab.
Click the Add Field button on the right side of the screen.
Enter a name for your new Field.
Choose the appropriate field type from the options provided.
Click Save
You can also choose to make the new field mandatory. If selected, any new Account must include this field in order to be created. To enable this, simply check the box next to “Mandatory.”
Lastly, you can choose whether the field should be unique. For example, a company’s domain is typically a unique identifier, while company names can be shared by multiple businesses. In this case, you’d likely want to check the “Unique” box for the Domain field, but not for the Name field.
Now that we've covered how to create a new custom Field for your Accounts, let see how we can use them as filters to tailor our Account segmentation.
Using Custom Fields as Filters on the Accounts Page
On the Accounts page, your custom fields will appear as filters on the left-hand side of the screen. (Depending on how many fields you've created, you may need to scroll down to find the one you’re looking for.)
Let’s walk through an example based on the use cases mentioned earlier. Suppose you want to view all accounts with a Tier ranking of 1.
Here’s how to do that:
Locate the custom field labeled “Tier” in the filter panel on the left.
Click on it and enter 1 as the value.
The list will automatically update to show only accounts that are ranked Tier 1.
Let’s say you want to view all of your Accounts that use Salesforce as part of their technology stack. This information is stored in the custom field you created called Technology Stack.
To filter your Accounts based on this:
Locate the Technology Stack filter on the left side of the Accounts page.
Click to open the filter and enter Salesforce as the value.
Your results will automatically update to show only the Accounts that have Salesforce listed in that field.
Custom fields give you the flexibility to capture and organize the data that matters most to your business. By creating and using these fields as filters, you can easily prioritize certain accounts and tailor your outreach with greater precision.
Reach out to your CSM if you have any questions via email or through the in app chat service.