Adding custom fields to Contacts
It is also important that we keep the Contacts module concise. A best practice is to populate as much of this information when converting a lead and keep manual research and data entry to a bare minimum. Here are some custom fields that many Zoho CRM users find valuable:
Figure 4.5 – Custom fields to add to your Contacts module
In the preceding screenshot, Contact Type and Sector will be crucial for us to segment our contact list for reporting and marketing purposes.
Tip
Liaise with the marketing team and discuss the fields and picklist values that will help marketing communicate the right messages with the right contacts through segmentation. This will help the marketing function and add internal value to your CRM.
Once you have removed and added all the required fields, you will need to organize the layout similar to the example provided in the following screenshot:
Figure 4.6 –...
