Previously, we showed you how to add contacts to Distributed Source and how to import and export contacts from your Distributed Source account.
In addition to these, you can add custom fields to your contacts. When you start processing a lead or deal, you will uncover a lot more information about the contact pertaining to a specific lead or deal
Here is how to add custom fields to your contacts and add additional information:
1. Login to your Distributed Source account.
2. Go to the ‘Contacts’ tab. All your contacts will be displayed here.
3. In the left panel, click on the contact to whom you want to add more custom fields.
4. All the existing details pertaining to that contact will be displayed in the "contact details" panel of the page.
5. When you hover your mouse over these details, at the end, you will see an ‘Add more’ drop down list.
6. Click on this list.
7. Select the additional field which you want to add to your contact.
8. Click on the field which you wish to add.
9. Now, input the details for that field.
Please note that the custom fields cannot be empty. You need to input the information, else the custom field will not be present when you return to the contact.
10. The information you entered will be automatically saved and available when you return to the contact.
Got questions? Post a comment below or write to us at support@distributedsource.com
In addition to these, you can add custom fields to your contacts. When you start processing a lead or deal, you will uncover a lot more information about the contact pertaining to a specific lead or deal
Here is how to add custom fields to your contacts and add additional information:
1. Login to your Distributed Source account.
2. Go to the ‘Contacts’ tab. All your contacts will be displayed here.
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3. In the left panel, click on the contact to whom you want to add more custom fields.
4. All the existing details pertaining to that contact will be displayed in the "contact details" panel of the page.
5. When you hover your mouse over these details, at the end, you will see an ‘Add more’ drop down list.
6. Click on this list.
7. Select the additional field which you want to add to your contact.
8. Click on the field which you wish to add.
9. Now, input the details for that field.
Please note that the custom fields cannot be empty. You need to input the information, else the custom field will not be present when you return to the contact.
10. The information you entered will be automatically saved and available when you return to the contact.
Got questions? Post a comment below or write to us at support@distributedsource.com
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