In addition to the preexisting fields built into GleanView, such as Account Name, Account Stage, and Lead Type to name a few, the Admin User has the ability to create and manage Custom Fields to better fit the needs of their industry and their use of GleanView. To create, edit, and manage custom and preexisting fields the Admin User clicks on Widget Fields in the Customization tab under Company Settings.
To create a Custom Field the Admin User first chooses which module the field will be under. Options include Account, Opportunity, Contact, Quote, Project, Product, Suppliers and Form Submission. Widget options will vary based on which module the Field is going under.
After clicking New Field the Admin chooses which Widget within the module the field will go under from the Select Widget drop down, the Field Name is typed in, the appropriate Field Type is chosen from the drop down, and the Default Value is indicated. Should the Field Type be a Drop Down, keep in mind the Drop Down must be created prior to the New Field. Should the New Field be Required, the toggle option is turned on.
When a New Field is created it appears at the bottom of the Widget chosen but it is able to be placed in any order the Admin chooses. Once the field is listed Admin chooses whether or not to make the new field Searchable, Visible, or Required.
(Toggle on "Creation Visible" in the field list if you wish to add this field to the New Entry modals)
- Ex: Add New Account modal or Add Contact modal.
To differentiate between system fields and Custom Fields look to the far right column; a lock indicates the field is preexisting and cannot be deleted.
In order to create a New Field with a Drop Down, the Drop Down must be created first. To create, edit, and manage Drop Down menus the Admin User clicks on Drop Downs in the Customization tab under Company Settings.
To create a New Drop Down the Name is first indicated then each value for the Drop Down menu is listed. Click Save for the changes to take effect.
In addition to Custom Fields GleanView allows Users to create Tags for organization and segmenting purposes. Users can Tag Accounts, Contacts, Opportunities, Projects, Products, and Quotes. To create, edit, and manage Tags the Admin User clicks Tags in the Customization tab under Company Settings.
To view existing Tags Users choose the Type of Tags they want to see.
To create a Tag the Admin User first chooses the Type of Tag they want to create. Options include Account, Opportunity, Contact, Quote, Project, and Product. After the Tag Name is typed in the color of the Tag is chosen.
Opportunity Stages drive the Sales Pipeline. Each stage has a probability percentage building up to a Closed Won, which is 100%. These stages can be customized and named by the Admin User to fit the needs of their sales process. Note that the order within the table will mirror the order of stages in the Opportunity Stage drop down; stages can be dragged and dropped in any order.
To create, edit, and manage Opportunity Stages and Probability the Admin User clicks on Opportunity Stages in the Customization tab under Company Settings. The Name and the probability (0%-100%) of the stage are typed in.
Default Meeting and Call Duration
Admin Users have the ability to choose a Default Duration for Logged Meetings and Calls. This is done by clicking on Logging in the Customization tab under Company Settings.