Configure custom company data fields

 

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Customizing your company data fields lets you add even more meaningful data to your company entities. If you're planning on prioritizing by company segmentation, custom company fields will be invaluable. 

In this article:

Accessing the company field customization menu

There are three ways to begin customizing your company fields. 

  1. From a company's details sidebar, click Customize.
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  2. From the Settings menu (accessed via the dropdown menu in the top left corner), under Additional data fields, toggle on Company fields and then click Customize.Screenshot_2023-01-16_at_9.21.08.png
  3. When importing companies from a CSV, click Customize fields from the data upload page.


Customizing your company fields

  1. Click Add custom field.
  2. Under Field Origin, specify whether this will be a “Custom number” or a “Custom text” field.
  3. Give your custom field a Field Name.
  4. If you need to delete a custom field, click the trash can icon on the right side.
  5. If you need to add another custom field, click Add custom field.
  6. Once you’ve finished adding your custom fields, click Save.
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    Note: If you intend to upload companies from a CSV, the data column headers in the CSV import template must match the order in which custom fields are listed on this page. If you are exporting company data from a particular tool, we recommend recreating this column order in that tool’s exporter for seamless uploads.

See also

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