An account’s information is saved in three groups:
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.
Name of the company
Website of the company
Phone number of the company
Company’s annual revenue
Company’s address (Auto enriched)
Facebook page link (Auto enriched)
LinkedIn page link (Auto enriched)
Twitter handle link (Auto enriched)
The user assigned to the account
The industry the company belongs to
The type of the company’s business with respect to yours.
Number of employees
Company’s employee count
The territory the account belongs to
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.
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 theicon beside a field and click the icon.
In the EDIT FIELD overlay,
You can change the Label of the field. The Field 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.