Man free school in a little tribe, Mark about ~
1. Thinking business goals and describes what data needs to be displayed in order to achieve the objectives in the field;
2. Create a list of all the team obtained information contact;
standard contact object 3. Check the Sales Cloud, as well as a team to complete the required work the standard fields;
4. in the Object Manager, create new fields to store information on a particular business or industry.
From the "Settings (Setup)", click the "Object Manager (Object Manager)"
click "Contact (Contact)"
click "fields, and relationships (Fields & Relationships)"
click "New (New)", then enter the details for the new field
In addition, when setting up custom fields, need to consider the sales process stage. Ensure phase fields on sales leads and business opportunities in the state of objects on the field leads objects reflect sales team to determine when potential customers into the sales process to the next stage of the way.
