Custom Fields

Settings

Data ManagementCustom Fields

Order

Name

Type

Scope

Description

Trigger

Personalization

Details

Templates

Inbox/Chasebox™

CRM

Persistent

Account Status

Multi-Line

Field description is not provided

Won

—

—

—

—

Customer Type

AI Powered Single-Line

Field description is not provided

Won

—

—

—

Product Interest

AI Powered Single-Line

Field description is not provided

Negotiation

—

—

—

Priority Level

Dropdown

Field description is not provided

Lost

—

—

—

—

Engagement Score

AI Powered Single-Line

Field description is not provided

Got a Reply

—

—

Contact Method

On/Off Toggle

Field description is not provided

—

—

—

—

—

Referral Source

AI Powered Single-Line

Field description is not provided

Won

—

—

—

Sales Region

Currency

Field description is not provided

—

—

—

—

—

Order

Name

Type

Scope

Description

Trigger

Personalization

Details

Templates

Inbox/Chasebox™

CRM

Persistent

Field Name

Multi-Line

Field description is not provided

Won

—

—

—

—

Lead Source

AI Powered Single-Line

Field description is not provided

Won

—

—

—

Last Contacted

On/Off Toggle

Field description is not provided

—

—

—

—

Follow-Up Date

Date Picker

Field description is not provided

Won

—

—

—