Curious about how data is stored in your CRM? Learn about CRM Fields here.
About CRM Fields
CRM Fields in Xencall enable you to store information about your Leads.
Your Xencall system has a default set of fields, called Standard Fields, which store data such as names, phone numbers, email and street addresses. You can also add Custom Fields to store additional data that is specific to your business.
Both Standard and Custom Fields can be modified using Configuration Options.
Navigating to CRM Fields
To view and manage CRM Fields, navigate to Settings on the Dashboard.
Note: You'll need "Application Manager" Permissions to view Settings.
Under Settings, select Agent Options to open Profile Features.
Under Profile Features, select Edit custom fields.
You'll now be able to view and manage your CRM Fields.
Standard Fields available in Xencall usually include the following:
|Field Name||Example data|
|Address||1234 Main Street, Apt #101|
|Phone Number||(555) 555-1234|
|Alt. Phone||(555) 555-4321|
Note: Depending on how your system is configured during the Onboarding process, you may see a different set of fields.
Some fields in Xencall have special functionality that is connected to certain features, which is important to keep in mind when working with these fields.
The Phone Number Field is also connected to the SMS feature. The number in this Field will be used to send SMS messages to the Lead.
The Email Field is connected to the Email feature. The email address stored in this field will be used to send emails to the Lead.
These Fields are used with integrations that use addresses, such as Google Maps and Zillow.
Custom Fields enable you to customize your CRM to store data that is specific to your business. These Fields can be used for Search, and for filtering Queues or Reports.
Learn how to create Custom Fields here.