An account’s information is saved in three groups:
Basic Information
This includes all the default contact fields provided by Freshsales that can be filled in manually through account forms, during import and lead conversion, or automatically using our Freshsales for Web.
Here’s the list of default fields.
Field Name | Description |
Name | Name of the company |
Website | Website of the company |
Phone | Phone number of the company |
Annual Revenue | Company’s annual revenue |
Address | Company’s address (Auto enriched) |
Facebook page link (Auto enriched) | |
LinkedIn page link (Auto enriched) | |
Twitter handle link (Auto enriched) | |
Owner | The user assigned to the account |
Industry type | The industry the company belongs to |
Business type | The type of the company’s business with respect to yours. |
Number of employees | Company’s employee count |
Territory | The territory the account belongs to |
Additional Information
This includes custom fields that capture additional information about the account such as Company Acquisitions, Date of IPO, net worth, etc. The custom fields can be filled in manually through the contact and account forms or during import.
Application Data
This includes custom fields that automatically capture account data from your application and website. It could be the Monthly recurring revenue, payment mode, etc.
To customize account fields,
Go to Admin Settings > Account Settings.
Click the
icon beside a field and click the 
icon.In the EDIT FIELD overlay,
You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name, Group, and Field, however, cannot be edited.
You can configure the field properties such as making it a required field, read-only field, unique field and also opt to display the field in the quick add form.
- Once you are done, click Save.
Learn more about creating custom fields for accounts.
AVAILABILITY OF CUSTOM FIELDS (per module)
| Sprout | Blossom | Garden | Estate | Forest |
No | 10 | 100 | 300 | 300 |