Default Fields for Companies, People, and Deals

These are the default fields available for companies, people, and deals. If you have information that doesn't fit into one of these, you can create a custom field for that information. 

Fields marked with * are required. 

Company Default Fields 

  • Name*
  • Summary
  • Phone
  • Email
  • Website
  • Fax
  • Activity
  • Created At (date)
  • Owner
  • Address 1
  • Address 2
  • City
  • State
  • Postal Code
  • Country

 Person Default Fields

  • First Name
  • Last Name
  • First Name Last Name
  • Last Name, First Name
  • First Name, Last Name
  • Company Name
  • Person Summary
  • Title
  • Work Phone
  • Mobile Phone
  • Work Email
  • Other Email
  • Website
  • Fax
  • Tag
  • Type (contact or lead)
  • Activity

Work Address

  • Work Address 1
  • Work Address 2
  • Work City
  • Work State
  • Work Postal Code
  • Work Country 

Home Address

  • Home Address 1
  • Home Address 2
  • Home City
  • Home State
  • Home Postal Code
  • Home Country

Other Details

  • Home Email
  • Home Phone
  • Lead Source
  • People Status
  • Owner
  • Created At
  • IM
  • Twitter ID
  • Twitter URL
  • LinkedIn ID
  • LinkedIn URL
  • Facebook ID
  • Facebook URL

Deal Default Fields

  • Deal Name*
  • Deal Summary
  • Deal Owner
  • Company Name
  • $ Value
  • Status
  • Source
  • Stage
  • Probability
  • Expected Close Date
  • Actual Close Date
  • Created At
  • Activity
  • Person (Full Name, Email, ID)
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