You can edit the custom field and tag settings for your prospects and customers.
To define and edit prospects and customers settings
- Click theSettingsicon (), then selectCustomize > Prospects and Customers.
On theProspects and customers设置页面中,您可以定义和编辑following settings.
Custom fields- Add custom fields for capturing more information about your prospects and customers (seeCreating and managing custom fields).
Tags- Add tags to categorize and filter your prospects and customers (seeAdding and managing tags).
Note:If a Sell user with admin rights allows it, all other Sell users can also add tags for prospects and customers.
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