How to create a Custom Field for PreSales?
Step 1: Navigate to "User Preferences".
Step 2: Navigate to "Deals" under Objects.
Step 3: Navigate to "Record Customization".
Step 4: Click on "Choose properties for Default Sidebar" under Default properties sidebar.
Step 5: Click on "Choose properties for Default Sidebar" under Default properties sidebar.
Step 6: Click on the search bar and select "Create Property".
Step 7:
1️⃣ The Group must be - Deal Information
2️⃣ Enter the Desired Label for the custom field to refer to the presales user.
Step 8: Please share the internal name of the presales custom field with the PreSkale team via Slack or over email to aj@preskale.com.
This step is essential for us to establish the integration.
Step 9: The data-type of the custom field can be either Dropdown select or Hubspot user. Please use the following resource to complete the set-up process.
1️⃣ Dropdown Select - PreSkale users without a hubspot user license can use this custom field type to continue working on Deals. Click on this link to access the video and complete the set-up process - LINK.
2️⃣ Hubspot user - PreSkale users with hubspot license can use this custom field type. Click on this link to access the video and complete the set-up process - LINK.
Step 10: Create a section in Deal information. Click here to jump to that article.