- Why Custom Fields Matter
- Setting Up Custom Fields
- Using Custom Fields
- Filtering Opportunities
- Practical Example
- Benefits of Using Custom Fields and Filters
- Conclusion
Efficient lead management is essential for any business, and HighLevel offers powerful tools to streamline this process. One such tool is the use of custom fields within opportunities, which allows you to collect and organize detailed information about your leads. In this blog, we’ll explore how to set up custom fields, how to filter opportunities, and how these features can provide deeper insights into your sales pipeline.
Why Custom Fields Matter
Custom fields enable you to capture specific information that is relevant to your business. For example, a roofing company might want to know if a lead has a flat roof or the age of the house. These details help tailor your sales approach and improve the chances of closing a deal.
Setting Up Custom Fields
Here’s a step-by-step guide to setting up custom fields in HighLevel:
- Accessing Opportunity Fields:
- Navigate to your opportunities pipeline.
- Click on an opportunity card.
- Scroll down to view existing fields and identify where you can add new custom fields.
- Creating New Custom Fields:
- Click on the “Add and Manage Fields” button.
- This action takes you to the custom fields section under settings.
- To create a new field, click “Add New Field”.
- Defining Field Details:
- Select the type of field (e.g., dropdown, radio select, text).
- Name the field (e.g., “Type of House”).
- Provide options for the field (e.g., “Detached”, “Terraced”, “Semi-Detached”).
- Assigning Field to Opportunities:
- Under the “Object” section, choose “Opportunity”.
- Select “Opportunity Details” from the group.
- Save your new custom field.
Using Custom Fields
Once custom fields are set up, they become part of the opportunity details. For example, when a new lead enters your pipeline through a survey on your website, the information they provide will populate these fields.
Filtering Opportunities
Filtering helps you quickly sort through leads to find the ones that meet specific criteria. Here’s how to use filters effectively:
- Applying Standard Filters:
- Click the filter button in the opportunities view.
- Apply filters based on standard fields like the date the lead entered the pipeline.
- Filtering by Custom Fields:
- In addition to standard filters, you can filter based on custom fields.
- For example, if your business doesn’t service houses over 100 years old, you can exclude these leads from your view.
- Combine multiple conditions using “AND” or “OR” logic to refine your results. For instance, filter leads that have a flat roof or are newer than 100 years.
Practical Example
Let’s illustrate this with a practical example:
- Scenario: A roofing company wants to identify leads with houses less than 100 years old that also have a flat roof.
- Steps:
- Create custom fields for “Age of House” and “Flat Roof”.
- Populate these fields through the lead survey.
- Apply filters: set “Age of House” to less than 100 years and “Flat Roof” to “Yes”.
- Use the “AND” logic to ensure both conditions are met.
This targeted filtering allows the sales team to focus on the most promising leads, saving time and increasing efficiency.
Benefits of Using Custom Fields and Filters
- Enhanced Data Collection: Custom fields provide a structured way to collect detailed lead information.
- Improved Lead Qualification: Filtering based on specific criteria ensures your sales team engages with the right leads.
- Time Savings: Quickly access relevant leads without manually sifting through all entries.
Conclusion
Custom fields and filters in HighLevel are powerful features that enhance your ability to manage and qualify leads effectively. By setting up relevant custom fields and applying targeted filters, you can streamline your sales process and focus on leads that are more likely to convert. Start leveraging these tools today to optimize your pipeline management and boost your sales performance.
