How To
How to configure CRM settings and custom fields
Set lifecycle thresholds and add structured custom fields so Blesso fits how your business actually works.
How to configure CRM settings and custom fields
Use this guide when the default CRM shape is not enough and you need better internal structure.
What lives in CRM settings
The CRM settings area lets you tune:
- lifecycle-related thresholds
- custom field definitions for contacts
Steps for lifecycle settings
- Open Settings -> CRM.
- Review the at-risk and win-back thresholds.
- Save changes only when they reflect how your business really operates.
Steps for custom fields
- Open Settings -> CRM.
- Add a custom field for information your team needs repeatedly.
- Choose the right field type instead of defaulting everything to text.
- Add options where the field should stay consistent across the team.
- Save the field and confirm it appears on the relevant record.
Where custom fields appear in B2B workspaces
Fields with values appear in the relevant Account or Prospect detail view. Mark a field as filterable when it should help choose a Prospect List. Available non-archived, filterable Account and Prospect fields appear in the Prospect List filters.
Good custom-field candidates
- niche-specific qualification data
- budget range
- goal or program track
- referral source that needs team reporting
Keep this simple
Do not create custom fields for information your team will never filter, compare, or act on.