About prospects and customers settings

What's my plan?

You can edit the custom field and tag settings for your prospects and customers.

To define and edit prospects and customers settings

Click the Settings icon (), then select Customize > Prospects and Customers.

On the Prospects and customers settings page, you can define and edit the following settings.

Custom fields - Add custom fields for capturing more information about your prospects and customers (see Creating and managing custom fields).

Tags - Add tags to categorize and filter your prospects and customers (see Adding and managing tags).

Note: If a Sell user with admin rights allows it, all other Sell users can also add tags for prospects and customers.