input-pipeCustom Fields - Companies

In SprintHub, the custom fields allow you to customize the information registered in the Companies according to the reality of your business. That way, you can record data that go beyond the standard fields (such as name, CNPJ, phone and address), creating a rich and organized database for your operation.

Why use Custom Fields?

✅ Adapt the system to your company's specific needs. ✅ Centralize strategic information in one place. ✅ Facilitate more precise filters and reports. ✅ Ensure the team always uses the same registration parameters.

🔧 Practical examples of Custom Fields

  • Industry Segment (e.g.: Technology, Education, Healthcare).

  • Number of Branches.

  • Contract Renewal Date.

  • Financial Responsible.

  • Priority Score.

These fields can be used to segment companies, create automation rules, filter opportunities and even generate customized reports.

🚀 How to create a Custom Field

1️⃣ Go to Settings ⚙️ in the side menu. 2️⃣ Click on Custom Fields - Companies. 3️⃣ Click on + New 4️⃣ Define the field name, data type (text, number, date, selector etc.) and save.

📊 Benefits in practice

With custom fields, your team gains agility and consistency. In addition, reports and filters become much more strategic, allowing advanced analyses and more assertive decision-making.

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