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.
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.
To customize account fields,
Go to Admin Settings > Accounts Module.
Click theicon beside a field and click the Edit field button
In the EDIT FIELD overlay,
You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name, and Field type, however, cannot be edited.
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.
You can also click on Add dependent field under field properties for drop-down fields to set up field dependency
Learn more about creating custom fields for accounts.