No REI business is exactly alike, and with that in mind we created Custom Fields so you can further streamline your workflows and capture details specific to your business.
Our Custom Fields feature allows you to create targeted automations (coming soon), generate better reports, and qualify leads more effectively with the exact information you need to make profitable decisions.
Why Use Custom Fields Anyway?
You can use these custom fields for a ton of different options in your business but here's where they'll make the most impact:
Property Investment Tracking - Create custom fields like "Estimated Renovation Costs", "Acquisition Sources", and "HOA Contact Phone" to capture deal-specific information that drives investment decisions.
Lead Qualification Enhancement - Add custom fields for qualifying questions such as "Reason for Selling," "Timeline to Move," and "Budget Range" to improve lead scoring and prioritization.
Marketing Attributes - Track custom fields like "Lead Source Channel" and "Campaign ID" etc to measure marketing effectiveness and optimize spend allocation
Foreclosure or Auction Details - Create custom fields for specific foreclosure and auction processes
Creating Your Custom Fields
To get started, just go to Settings, then select the Custom Fields tab towards the top of the page. The first step to creating your fields is to create a group to organize them in, next you'll select the fields you want to add. Once you've set up your group and fields, the options will appear under the Custom Fields tab in the Property Details page.
Custom Field Groups
Groups are to be used to organize your different custom fields. For example, if you want to create a lead qualification form, you would first create a group like Lead Form. Then add the qualifier fields to the form: Reason for Selling, Timeline to Move, Budget Range, etc.
To create a new group, click Add New Group, then name it and enter in a description.
Adding the Fields
Next, click the Fields tab and Add New Field. Name your field, select a field type, then assign it to the appropriate group.
Field Types:
Text Input:
Single Line - character limit 200
Multi-Line - character limit 2500
URL - hyperlinks a web address
Values:
Checkbox
Number
Phone
Monetary (USD)
Date picker
Choosing Options:
Dropdown (single) - can select only one option
Dropdown (multi) - can select multiple options to apply
The unique key can be used in a future release for updating through select integrations.
Editing, Archiving, and Deleting
If you need to make changes to your fields you can do so by clicking edit. Custom fields cannot fully be deleted, but you can Archive them and this will move the field to the Archived tab.
After a field is archived, it can be deleted from your account.
Filling out the Fields and Viewing Info
Within the Property Details page, click the Custom Fields tab located just below the map. Then click the Group Name to view the fields.
Filtering Custom Fields
Custom fields are filterable. To filter, scroll down towards the bottom of the filter options or type in the name of your field:
Uploading to Custom Fields
You can upload information to your custom fields. In order to add on upload you will need to make sure the information you're adding complies with the type of field you selected, for example if you're using a number type you cannot map text to the field on upload.
