Custom Fields in OttoMatey are a versatile feature that lets you tailor your CRM to meet your unique business needs. By capturing details specific to your prospects, you can better organize, personalize, and optimize your outreach.
What Are Custom Fields?
Custom Fields allow you to track and store information beyond standard fields, offering a more comprehensive view of your prospects. This could include details like:
Preferred contact times.
Specific product interests.
Industry-specific data.
Benefits of Custom Fields
1. Personalization
Store unique information to create more tailored interactions.
2. Targeted Campaigns
Segment your audience effectively for focused marketing efforts.
3. Streamlined Data Management
Keep all critical data in one place, making it easier to qualify and prioritize leads.
How to Add Custom Fields
Go to the Prospects Tab
Select a prospect to whom you want to assign a custom field.
Click + Add Custom Field
A prompt will appear to define the field.
Define Your Custom Field
Name: Give it a clear, descriptive name.
Value: Choose the type of data you want to store (e.g., text, date, address).
Save the Field
Click Add to finalize the custom field and associate it with the prospect’s profile.
Using Custom Fields with CSV Imports
Custom Fields shine when importing prospect data via CSV files. They help capture unique and varied details that may not fit into standard fields.
Steps for Importing CSV Files
Go to Campaigns
Navigate to Campaigns > Create New Campaign > Choose Campaign Type > + Add Search.
Add a CSV File
Select CSV File from the right-hand sidebar and click Add CSV File.
Align Your Data
Use OttoMatey’s template to match your file’s columns with your custom fields.
Ensure all data, including custom field details, is accurately imported.
Best Practices for Custom Fields
Consistency is Key: Use clear naming conventions and consistent data formats.
Relevance Matters: Only create custom fields for information critical to your processes.
Team Alignment: Ensure your team understands how to use and update custom fields effectively.
Custom Fields in OttoMatey empower you to enhance your CRM’s capabilities, ensuring that every detail about your prospects is captured and utilized effectively. Whether through direct input or CSV imports, they help you build meaningful connections and drive your business forward.
Our Customer support team and Otto, our AI bot, are here to help. Adjust your sliders wisely and let OttoMatey optimize your outreach!