All Collections
Perspective CRM
Which contact fields are created automatically?
Which contact fields are created automatically?

Learn which fields are automatically displayed in your CRM area

Luise avatar
Written by Luise
Updated over a week ago

When you click on one of your collected leads in the CRM area, you will see a contact card on the right with all the information about your lead. There you will find different types of fields:

  1. System fields

  2. Funnel fields

System Fields

A group of system fields are automatically created for every new funnel CRM:

  • Person: First + Last Name

  • Created at: Date and time the contact converted

  • Status: Label signifying a contact's step in the nurturing process (initially set to whichever status option is marked 'Default')

Funnel Fields

Additionally, every "Interaction"-type funnel block that you use to collect visitor data gets its own automatically created and tracked CRM field.

This includes information gathered through any of these block types:

  • Quiz

  • Multi-Choice

  • Choice

  • Upload

  • Webinar

  • Message

  • Form

  • Calendly

Find additional information on the following topics in our Help Center:

Did this answer your question?