PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account. Custom contact fields allow users to capture contact information specific to their business or industry.
Setting up custom fields is easy in PlaybookIQ. Under the Admin link in each account is a Custom Fields option. Simply click “edit”, input the desired fields, and save. Now each time a contact is added or edited, the custom fields appear for data input.
Custom fields can be easily searched and segmented like any other contact field. This allows for specific industry target marketing or followup. Custom fields can also be used when importing contact data, to ensure none of the data associated with your contacts at import.