Recommendation for managing leads

Robert Carroll
Robert Carroll Member Posts: 9
edited July 4 in Sales CRM #1

I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message.

However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate because I like the idea of keeping my deals clean and adding my leads in the lead section.

If anyone else has this issue and has a workaround for it, please let me know. Thanks

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #2

    Hi @Robert Carroll 

    I think your workaround is best for now. Our team has plans to make all custom fields available in the leads section in the future (unfortunately no ETA yet). Once that is available you can move them over to your leads inbox.

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