Freshworks CRM offers the flexibility to include additional information about the account such as Company Acquisitions, Date of IPO, net worth, etc through custom fields apart from the default fields that are available.

Basic Information

This group includes all the default account fields provided by Freshworks CRM that can be filled in manually through account forms, during import, or automatically using the CRM Code library. The custom fields can be filled in manually through the account forms or during import.

Here’s the list of default fields. 


Field Name

Description

Name

Name of the company

Eg: Acme

Website

Website of the company

Eg: www.acme.com

Phone

Phone number of the company

Eg: (473)-160-8261

Annual Revenue

Company’s annual revenue

Eg: $500000

Address

Company’s address (Auto enriched)

Eg: 604-5854 Beckford St.

Facebook 

Facebook username (Auto enriched)

LinkedIn

LinkedIn username (Auto enriched)

Twitter

Twitter username (Auto enriched)

Sales Owner

The user assigned to the account

Industry type

The industry the company belongs to

Eg: Automobile

Business type

The type of the company’s business with respect to yours.

Eg: Customer

Number of employees

Company’s employee count

Eg: 201-500

Territory

The territory the account belongs to

Eg: USA

Parent Account

Root account of which the account is a part of

Tags

Tags that are associated with the account

City

Eg: Brisbane

State

Eg: California

Zipcode

Eg: 4030

Country

Eg: USA

Last contacted time

Date when the account was last contacted

Last contacted mode

Medium through which account was last contacted. Eg.Phone, Chat, Email

Last activity type

Most recent activity performed on the account. Eg: Task, Appointment, Call log, etc.

Last activity date

Date when the most recent activity was performed on the account

Active sales sequences

Sales sequences of which the account is still a part of

Completed sales sequences

Sales sequences which have successfully run for the account

Recent note

Most recent note added on the account

Created by

User who created the account

Created at

Date when the user created the account

Updated by

User who updated the account

Updated at

Date when the account was updated

Last assigned at

Date when the most recent user was assigned this account


To customize account fields,

  1. Go to Admin Settings > Accounts Module.

  2. Click theicon beside a field and click the Edit field button

  3. In the EDIT FIELD overlay,

    1. You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name, and Field type, however, cannot be edited. 

    2. You can configure the field properties such as making it a required field, read-only field, unique field and also opt to display the field in the quick add form.

  1. You can also click on Add dependent field under field properties for drop-down fields to set up field dependency

  2. Click Save

Learn more about creating custom fields for accounts.