Custom Fields - Companies

In SprintHub, the custom fields allow you to customize the information registered in the Companies according to the reality of your business. This way, you can record data that goes beyond the standard fields (such as name, company registration number, phone number, 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. ✅ Make filters and reports more accurate. ✅ Ensure the team always uses the same recording parameters.

🔧 Practical examples of Custom Fields

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

• Number of Branches.

• Contract Renewal Date.

• Financial Manager.

• Priority Score.

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

📊 Benefits in practice

With custom fields, your team gains speed and consistency. In addition, reports and filters become much more strategic, enabling advanced analyses and more accurate decision-making.