Creating and managing fields

Add and edit custom fields for leads, manage industry, sub-industry, lead source, not interested, and not qualified options, and configure default revenue and close date options to inform Dashboard Pipeline view reporting.

Custom fields

Add, edit, and delete custom fields using the following field types. For any of these fields, you can determine if reps can see them in their Lead Cards and if they can edit the values in them for specific leads.

Note: If the industry, sub-industry, lead source, and/or custom field dropdown values are changed, those previous values on existing leads will not change to the new values. Updates to field value names for existing leads can be done through .csv import or by contacting our Support team (support@sellfire.com).

Industries & sub-industries

Upon your organization's Sellfire account creation, Sellfire is pre-loaded with default industries and sub-industries, but you can delete these and add any new options that you choose.

Industries and sub-industries can be used in Lead Cards, System View > All Leads & My Leads table columns and filters, integration field mapping, lead Routing Rules, Event Transfer Rules, Inbound Concierge, nightly automated lead assignment, dashboard filters and drill down table columns, rep Dialer > Queue filters, System View > Lead Pool, and System View > Lead Funnel.

Note: If the industry, sub-industry, lead source, and/or custom field dropdown values are changed, those previous values on existing leads will not change to the new values. Updates to field value names for existing leads can be done through .csv import or by contacting our Support team (support@sellfire.com).

Any industry / sub-industry values that are not included in this section cannot be used to filter or auto-assign leads in Sellfire.

Lead sources

Upon your organization's Sellfire account creation, Sellfire is pre-loaded with default lead sources, but you can delete these and add any new options that you choose.

Lead sources can be used in Lead Cards, System View > All Leads & My Leads table columns and filters, integration field mapping, lead Routing Rules, Event Transfer Rules, Inbound Concierge, nightly automated lead assignment, dashboard filters and drill down table columns, rep Dialer > Queue filters, System View > Lead Pool, and System View > Lead Funnel.

Note: If the industry, sub-industry, lead source, and/or custom field dropdown values are changed, those previous values on existing leads will not change to the new values. Updates to field value names for existing leads can be done through .csv import or by contacting our Support team (support@sellfire.com).

Any lead source values that are not included in this section cannot be used to filter or auto-assign leads in Sellfire.

Default Revenue Forecast Value & Close Date

These fields are used to help inform revenue forecasts in the Dashboard Pipeline view. Using these and the Dashboard Pipeline view, you can forecast future potential revenue based on current lead pipeline stages and how often leads in those stages have historically closed.

These default values are auto-populated on leads after reps select call results that indicate they have spoken with a decision-maker (DM) associated with the lead for the first time in the current sales cycle.

Configure Default Revenue Forecast Value

This is the default projected revenue (either Monthly Recurring Revenue (MRR) + One-Time Fees, MRR, or Revenue Value) for a lead. The amount populated in this field for each lead informs the Dashboard Pipeline view revenue projections. This amount can be edited on an individual lead-level through the Lead Card by reps, managers, and enablement users as the projected revenue of a sale becomes clearer.

1) Select the name of the field that will populate in Lead Cards and reporting. 2) Enter the default amount that will populate in this field once a rep has spoken with a DM for the first time in the sales cycle. 3) If selected, reps will need to enter the total amount that you want to appear in this field for the specific sale that they are closing. 4) If selected, the MRR + One-Time fees will automatically populate in this field after a sale is made.*

* Only MRR + One-Time fees can automatically populate in this field when a sale is made. If you are using MRR or Revenue Value for this field, reps will need to enter that amount manually during the Make Sale flow.

Configure Default Close Date

This is the default projected amount of time it takes to close a sale on a lead once reps have spoken with a DM associated with the lead for the first time in the sales cycle. This Close Date can be edited on an individual lead-level by reps who own the leads, managers, and enablement users as the timeframe for when a sale will be made becomes clearer. When a sale is made, this field will be automatically updated with the date on which the rep completed the Make Sale flow in Sellfire.

System fields

The following system fields are available for users to view and/or configure in the Sellfire interface. For additional user and activity fields that can be used for custom reporting, reach out to our Support team.