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Default Fields for Companies, People, and Deals

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Maria Herrell
Updated 2 months ago

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
  • Email
  • 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)
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