How do I use Outreach to create custom fields?
Outreach is a powerful sales engagement platform that helps sales teams automate and streamline their outreach processes. With Outreach, you can create custom fields to store and track important customer data, such as contact information, purchase history, and more. Knowing how to use Outreach to create custom fields can help you better organize and manage your customer data, allowing you to make more informed decisions and improve your sales process.
Grace Everwood
|
7 steps
|
16 seconds
Outreach
1
Go to [https://www.outreach.io/](https://www.outreach.io/)
2
Click the “Create Custom Field” button.
3
Enter a name for the custom field in the “Name” field.
4
Select the type of custom field from the “Type” dropdown menu.
5
Select the “Required” checkbox if you want the field to be required.
6
Select the “Visible” checkbox if you want the field to be visible.
7
Click the “Save” button.