Customizing Data Fields in Infusionsoft

Infusionsoft is set-up with standard contact fields that are listed as the default data fields. But, we can customize that!

Did you know that you are allowed to add up to 100 custom fields to a person’s record? A custom field stores one piece of information about a person that you can update manually or the system will update automatically through an Infusionsoft web form.

To further illustrate, I prefer “clients” over the default data field “customers”, so I have customized that field to now read “clients”.

Tip: If you already have a contact database stored in another program, then I suggest that you create custom fields before you import your contact list into Infusionsoft. You will want to make sure that the information is imported in the correct fields in Infusionsoft.

The purpose of standard and custom fields are used to: Read the rest of this entry »