Overview
In Relate, you can create and use custom fields in addition to the default fields. Custom fields help you collect and manage various information about your customers.Creating Custom Fields
To create custom fields, first navigate to the settings page in the Relate app. You can create custom fields by going to Workspace > Settings > Records, or use the shortcut Cmd+, (macOS) or Ctrl+, (Windows) to directly access the settings page.
Relate allows you to create and manage custom fields for 4 types:
- Organization
- Contacts
- Processes
- Lists
Organization/Contacts Custom Fields
Processes/Lists Custom Fields
After creating a Process or List, you can create custom fields by clicking the Custom fields button.
Managing Custom Fields
Default Fields
Relate provides default fields for each Record Type. These fields are provided by default when creating custom fields and cannot be deleted.Organization
Organization
| Name | Type | Description |
|---|---|---|
| Name | Text | Organization name |
| Domain | Text | Organization’s URL domain address, can register more than one |
| Description | Text | Organization description, can be entered in multi-line text format |
| Manager | User | Organization’s manager, can link to users in our workspace |
Contact
Contact
| Name | Type | Description |
|---|---|---|
| Name | Text | Contact’s name |
| Text | Contact’s email address | |
| Title | Text | Contact’s title, can be entered in single-line text format |
| Phone number | Text | Contact’s phone number, can be entered in single-line text format |
Processes & Lists
Processes & Lists
Processes and Lists have no default fields.
Types of Custom Fields
| Name | Note |
|---|---|
| Text | Supports regular text format. Good for short, single-line descriptions. |
| Multi-line text | Supports text format with multiple lines. Suitable for longer descriptions. |
| Number | Numeric format. |
| URL | URL format. |
| Date | Can display dates. |
| Datetime | Can display dates and times. |
| Select | Can input options to select from a dropdown during data entry. Can allow multiple selections. |
| User | Can link to users in our workspace. Suitable for assigning responsible persons. |
Use cases for custom fields
By effectively utilizing Custom Fields, you can collect and manage various customer information that your company wants to track. Particularly, you can record information obtained through customer meetings and use it to generate sales opportunities. For example, creating Custom Fields that align with BANT or MEDDIC frameworks allows you to quickly record information gathered during sales meetings in your CRM. BANT consists of four elements: Budget, Authority, Need, and Timeframe. By creating custom fields for these, you can quickly record information gathered during sales meetings.- Budget: Does this prospect have sufficient budget to purchase our product?
- Authority: Does this prospect have the authority to make purchase decisions without approval from other stakeholders?
- Need: What are this prospect’s needs? Can our product solve their problems?
- Timeframe: Is now the right time to implement?
| Field Name | Type | Options |
|---|---|---|
| Budget | Select | $0, <$1K, $1K-$10K, $10K+ |
| Authority | Text | Enter decision-making authority information. |
| Need | Select | Difficult information gathering, Pipeline management, Outbound cold email, Mass marketing email, Sales team productivity issues, Other Needs |
| Other Needs | Multi-line text | Enter information about other needs |
| Timeframe | Select | Needed immediately, Within 1-3 months, Within 3-6 months, After 6 months |
- Team size: 1-5, 6-10, 11-50, 51-100, 100+
- Company stage: Startup, SMB, Mid-market, Enterprise
- Pain point: Composed of pain points that the business solves (multi-select)
- ICP Fit: Strong, Moderate, Weak
- Lead type: Outbound, Inbound, Marketing, Product (multi-select)