Your company's own fields and tags

Every company that uses ASTRO tracks a few things of its own. Administrators add them as custom fields and tags; you fill them in as you work.

Custom fields

  • On a company they appear in the form under Profile, and on the company's page under the Details tab. Some are shown as badges at the top of the page.
  • On a contact or an opportunity they appear at the end of the form, and on the opportunity's Details.
  • A field marked * is required.

Tags

  1. On a company's page, or in an opportunity's Details, select Add a tag.
  2. Type a few letters and choose a tag from the list. If your role allows it and no tag has that name, choose Create to make a new one.
  3. Select × on a tag to remove it. Tags are saved as you go.

Lists and reports can filter by tag. Renaming, merging and deleting tags is for administrators.

Importing

Administrators can bring companies, contacts and opportunities in from a spreadsheet. Ask yours if you have a list to add.

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