Weโre excited to share our newest update โ Custom Client Fields โ which helps you easily set and save important information that you want to remember about each of your clients!
You can now store key details such as Lead Stage, Birthday, Budget, and more with custom date, dropdown, and text fields on your Privyr clients. Itโs super convenient! ๐ฅณ
Here are some of our favourite ways to use Custom Client Fields ๐:
Dropdown Field
- โ Lead Stage (e.g. Interested, Meeting Booked, Uncontactable)
- ๐๏ธ City (e.g. New York, Mumbai, London)
- ๐ฐ Budget (e.g. Under $5k, $5-10k, $10-25k, $25k+)
Date Field
- ๐ Birthday
- ๐ Purchase or Renewal Date
- ๐ Wedding Anniversary
Text Field
- ๐ง Childโs Name
- ๐ถ Petโs Name
- ๐ Licence Number
- ๐ Referred Byย
- ๐ Address
Custom fields are available for Privyr Pro users on the Privyr mobile and web apps.
How to get started
You can create or manage Custom Fields via the Privyr mobile app or web version. To do that, first look under your Account tab > Settings > Custom Client Fields.ย
Next, click Add New Field and choose the type of field youโd like to set up: Text, Date, or Dropdown. Then, simply follow the directions to set up the field. โจ
When youโre finished, youโll see the fields in your Client Entries!
You can create up to 10 Custom Client Fields, and reorder them based on your preferences. For more detailed instructions, you can visit our help guide.
Why donโt you give it a try? Set up a Custom Client Field and see how easy it is!
We hope Custom Client Fields makes it super easy for you to keep track of all of the client information important for your business!
If you have any questions or concerns, email us atย support@privyr.comย and weโll be happy to assist.ย
