Managing objects & fields

Navigate to System Configuration > Your Organization > Object Manager to manage and add fields on the Sellfire Lead object and add custom objects and fields that can be used in the Salesforce and HubSpot integrations.

Sellfire Lead object

Lead object custom fields

Navigate to the custom fields section on the Lead object to 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. You can use any of these fields in your reps' Make Sale flow, which is configured in System Configuration > Your Organization > Make Sale Configuration.

Field Type	Uses in Sellfire
boolean (true / false)	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, dashboard drill down table columns.
dropdown	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, dashboard drill down table columns.
multi-select dropdown	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, dashboard drill down table columns.
date	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
date/time	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
text	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
big text	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
multi text	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
number	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.
percentage	Lead Cards, System View > All Leads & My Leads table columns, integration field mapping, inbound lead Routing Rules, Event Transfer Rules, Inbound Concierge, dashboard drill down table columns.

_{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, Sellfire Forms, nightly automated lead assignment, dashboard filters and drill down table columns, rep Dialer > Queue filters, System View > Lead Pool, and System View > Lead Funnel.

_{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, Sellfire Forms, nightly automated lead assignment, dashboard filters and drill down table columns, rep Dialer > Queue filters, System View > Lead Pool, and System View > Lead Funnel.

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

Not interested and not qualified reasons

If reps select results that indicate the prospect is not qualified or not interested, you can configure the options that reps will have to select from for the reasons why the prospect was not qualified or interested.

If you would like to populate an "Other" option that will allow reps to enter a free form text reason, toggle on "Allow reps to enter free text to describe other reasons" at the top right of the Not Interested Reason and Not Qualified Reason sections.

This data can be sent to Salesforce and HubSpot via the integration field mapping.

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. This ensures every lead in your pipeline has a value, increasing the accuracy of your pipeline forecasting.

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.

Custom objects

If using the Salesforce and/or HubSpot integrations, you can create custom objects in Sellfire that align and sync with the objects that you have in those platforms. You can then use those objects and fields in those objects to trigger inbound lead Routing Rules.

_{For example, if you have the Sellfire Lead object connected to the HubSpot Company object, you can create a Sellfire custom Contact object that you can then connect to the HubSpot Contact object to ensure all of the Contact data stays in sync, is connected to the related Sellfire Lead, and can be used to trigger inbound lead assignment.}

Determine which custom objects you will need

First, determine the Sellfire Lead object to Salesforce/HubSpot object connection schema that works best for your organization. Think of the Sellfire Lead object as the object that you would like to control rep lead ownership.

_{For example, if you would like reps to own the HubSpot Company and all HubSpot Contacts that roll up to that, you would want to map the Sellfire Lead to HubSpot Company object and then create a custom Sellfire Contact object to sync with the HubSpot Contact object.}

_{If you would like reps to own the Salesforce Account and all Salesforce Contacts that roll up to that, you would want to map the Sellfire Lead to the Salesforce Account object and then create a custom Sellfire Contact object to sync with the Salesforce Contact object.
Note that you can connect the Sellfire Lead object to the Salesforce Lead object and configure which Salesforce object the Sellfire Lead re-connects to at the time of demo set; either Salesforce Account OR Salesforce Contact. So using the above example, at the time of demo set, the Sellfire Lead could disconnect from the Salesforce Lead object and connect/create a Salesforce Account (connected to the Sellfire Lead), Contact (connected to a Sellfire custom object), and Opportunity (connected to the Sellfire Lead).}

Create custom Sellfire objects

Next, for any other object in Salesforce or HubSpot that is not connected to the Sellfire Lead that you would like to bring into Sellfire to reference data and/or control lead routing, create a custom Sellfire object.

1. Navigate to System Configuration > Your Organization > Object Manager, click on the CUSTOM OBJECTS tab, and click ADD CUSTOM OBJECT.
2. Name the object (for example, "Contact") and the record, which is the name of the field that you would like to populate as the title of the specific record (for example, "First Name").
3. Click MANAGE on the object that was just created, click ADD FIELD at the top right, and add a reference field. This will be the Salesforce or HubSpot object to which this object's Salesforce or HubSpot counterpart is connected.
  _{For example, if connecting the Sellfire Lead to the HubSpot Company, and a Sellfire custom Contact object to the HubSpot Contact, this field would be the HubSpot Company ID.}
4. Click ADD FIELD to add any additional fields that you would like on the object.
5. Navigate to System Configuration > Integrations > Salesforce / HubSpot More Actions > Configure Field Mapping to map all of these fields between Sellfire and Salesforce / HubSpot. Select this custom Sellfire object in the field mapping flow under the CUSTOM FIELDS tab. Note that all fields that you create in custom objects will be considered custom fields in integration field mapping.
6. Double check that you have mapped your Sellfire custom object reference field to the correct reference field located on the Salesforce / HubSpot object to which you are syncing this object.
  _{For example, if mapping a custom Sellfire Contact object to the HubSpot Contact object, map the custom HubSpot Company ID field that you are using as the reference field on the Sellfire Contact object to the HubSpot Company ID reference field found on the HubSpot Contact object.}