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--- CLIP 7: Custom Fields & CRM ---

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[00:10:08]

All right next for custom fields this is in a part in the settings where you can edit this and this will show up in the crm we're going to click on crm in the left side when we go and create a new client. All right so when we create a new client here we can put in the account name this would be something like smith residence for the overall account name or the company name or it could be the both the homeowners names however you want to structure it for the account name that's up to you then you would enter the project address here so you can put that in i'm just going to put in a random

[00:10:55]

random address here california then we're going to enter in the primary contact so this would be the customer's name say john smith and the customer's email so i'll go ahead and enter my email here as well as their phone number all right these aren't required the only thing that's required is the name and the account name so fill out what you have you can also add an additional contact for example for the wife's name so i wanted to put lisa smith here or something like that i could that's up to you and then we'll have the project name so this you can leave as overall project you can also name this something to be

[00:11:42]

more specific for that customer if you want to and adjust that you can now for assign to this is going to show your name by default if you don't see anyone else here in the drop down uh it's because you haven't created anyone else in your company this can be done we're going to cover that later when we go to the team module and the budget module all right where you can invite employees to your company and you can choose if they have access to log in or if they're just a system user you can also set specific permissions of what they have access to so we'll cover that all in the future all right next you're going to see here by default that there is a source option

[00:12:28]

so you're going to be able to edit these in the settings i'll show you that in just one second and we'll also have notes and budget by default all right so this will show up as the default fields that you'll enter about this project these aren't required fill them out if you have information if not don't worry about it you can also add new custom fields here for additional questions that you want to ask or fill out about your clients for example some people might add a time frame question that says how when the client's looking to get the work done or they might add a type of project question or a gate code or whatever makes sense for the type of work that you do so you can click add custom field right here to do that and you can put in the question title

[00:13:16]

let's say time frame we can also select the answer type let's do a drop down and then you just click on this add more options to put in your options so i'm going to put under one month i'm going to put one to two months and two to three months so you can adjust that however you'd like we also have the required field you can turn this on or off if it's on it means you have to fill this out before you can create that client so for most things you'd usually keep that off as an optional item but depending on what type of question it is and then this add as column in crm you would definitely want to toggle that on and then put in the column name here typically this will match

[00:14:01]

the question title but sometimes you can do a shorter name if this question title has a longer name entered so let's go ahead and click add as you'll see this new question will get added here where we can select the time frame for this project so you can continue to add any fields that make sense for yourself for your company and we'll go ahead and click save to save this new client all right we're going to come back to this dashboard in the next steps here within this client you can click on this three three dots menu here to expand this left side and if you click back to the crm you'll see that this new client has been created here from there we're going to go back to the settings and back to custom fields as you can

[00:14:48]

see the time frame question we added here is available you can always edit this in the future from here you can also edit the other ones that we have pre-loaded or add any new options that you need from the settings all right from there we're going to go to lead source this is where i was showing you earlier where you can fill out where did that client come from so these are some default options in here you can edit any of these delete any or add any new options that you need