CRM Fields: Types, Design & Best Practices

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. Key takeaways “CRM fields are the attributes on records; their design decides what the CRM can do downstream.” Standard fields cover the basics; custom fields encode what your business specifically needs.

   In Outbound CRM data model

2. Picklists beat free text wherever segmentation, automation, or reporting will consume the field. “CRM fields are the individual data attributes on records: a contact's email and title, a company's industry and size, a deal's stage and value, and every custom property a team bolts on.” The field taxonomy

   In Outbound CRM data model