Creating Custom Company Fields

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Just as you can create custom fields to hold data for your prospects, company custom fields are available for you to store additional information for any company in SalesLoft. 

To create company custom fields, navigate to the Custom Fields section in your Settings. Add the custom field in the Add a Custom Field section and edit or remove fields under the Name section. 

 

Once created, your custom fields are available on the edit page for all companies. 

These fields are also displayed on the company's main page with expand and collapse functionality. 

 

For BETA users: 

Custom company fields are located under Company Fields in the Field Configuration section. 

Click on New Custom Field to create the additional fields: 

 

All company custom fields are available to be used in one-off emails and templates. 

 

Happy Lofting!

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