Custom fields

Store extra details on contacts or chats.

In Salescom: Settings > Custom fields

Custom fields hold extra details, such as a customer's city or the budget they mentioned.

  1. Go to Settings > Custom fields.
  2. Add a field. Choose whether it belongs to contacts or conversations, and its type (text, number, date, list and so on).

Fill them in from the panel on the right of a chat.

Can't find what you're looking for?

Ask Rachel from the help button inside Salescom, or chat with our team.