Applicable plans
Sprout Blossom Garden EstateForest


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
Eg: Cooper Myers Co.

Website

Website of the company
Eg: www.coopermyers.co

Phone

Phone number of the company
Eg: (473)-160-8261

Annual Revenue

Company’s annual revenue
Eg: $500000

Address

Company’s address (Auto enriched)
Eg: 604-5854 Beckford St.

Facebook 

Facebook page link (Auto enriched)

LinkedIn

LinkedIn page link (Auto enriched)

Twitter

Twitter handle link (Auto enriched)

Owner

The user assigned to the account

Industry type

The industry the company belongs to
Eg: Automobile

Business type

The type of the company’s business with respect to yours.
Eg: Customer

Number of employees

Company’s employee count
Eg: 201-500

Territory

The territory the account belongs to
Eg: USA



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,

  1. Go to Admin Settings > Account Settings.

  2. Click theicon beside a field and click the icon.

  3. In the EDIT FIELD overlay,

    1. You can change the Label of the field. The Field Name, Group, and Field, however, cannot be edited. 

    2. 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.

  4. Once you are done, click Save.


Learn more about creating custom fields for accounts.