Custom Fields in FreedomSoft allow you to change, edit and even delete the default fields that show on each prospect and lead record.
What you'll find out about FreedomSoft is that you can use it very effectively as is, right when you log in. However, it can also be customized in many areas and our Custom Fields page in Settings is one of them.
***Note: You can edit custom fields for Seller Leads, Buyer Leads and Contacts.
Adding or Editing Custom Fields:
1) Hover over your name in the top, middle section of any screen when logged in.
2) Click “Settings”
3) Select "Custom Fields" in the left pane. Then you can choose to edit the Custom Fields for Seller Leads, Buyer Leads or Contacts in the middle of the screen.
Let's click into the Seller Leads / Properties / Rehabbers GPS section and then the other two work in the same way.
You'll see the fields are already broken into sections.
To add a field in any of the sections, simply click any of the Add Field buttons.
When you click an Add Field button, you'll have name the field and then pick from the drop down as to what type of field you'd like to add.
You'll see multiple options that are pretty self explanatory based on the name. Textbox as an example is for a field where text would go. A currency textbox will have a "$" sign to be used for storing monetary data like a sale price or title fees, etc.
Once your field has been named and the type selected, click the blue Create Field button and it will immediately be added to your account.
Once added, you can use the vertical 3 dots icon to click and drag that field basically wherever you want it on the page. You can even move fields between sections.
If you create the Custom Dropdown field, you'll click on the little gray wheel to then add in the custom selections. An example of using this field type would be to track a referral source is your business has multiple in place.
You even have the ability to add custom sections by going to the very bottom of the page.
An example that see quite frequently is FreedomSoft users will add in their script questions so that all relevant questions get answered when on the phone with a seller or buyer lead.
Sections can also be reordered by clicking and dragging the little 3 dots icon up or down on the page. This allows you to see the different sections in the exact order that you prefer.
Be sure to SAVE your work when finished and your Custom Fields will be edited. You can come back and change them at any point in time.
