These are the default fields available for companies, people, and deals. If you have information that doesn't fit into one of these, you can create a custom field for that information.
Fields marked with * are required.
Company Default Fields
- Name*
- Summary
- Phone
- Website
- Fax
- Activity
- Created At (date)
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Person Default Fields
- First Name
- Last Name
- First Name Last Name
- Last Name, First Name
- First Name, Last Name
- Company Name
- Person Summary
- Title
- Work Phone
- Mobile Phone
- Work Email
- Other Email
- Website
- Fax
- Tag
- Type (contact or lead)
- Activity
Work Address
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
Home Address
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
Other Details
- Home Email
- Home Phone
- Lead Source
- People Status
- Owner
- Created At
- IM
- Twitter ID
- Twitter URL
- LinkedIn ID
- LinkedIn URL
- Facebook ID
- Facebook URL
Deal Default Fields
- Deal Name*
- Pipeline*
- Deal Summary
- Deal Owner
- Company Name
- $ Value
- Status
- Source
- Stage
- Probability
- Expected Close Date
- Actual Close Date
- Created At
- Activity
- Person (Full Name, Email, ID)