ProsperWorks Records - Default Fields

Default Fields vs Custom Fields

Each ProsperWorks record type includes certain default fields that allow you to capture basic information. We also have the option to add additional Custom Fields to represent data we do not capture out of the box. In order to determine which Custom Fields you need to create, review our list of default fields included on each record type below.

For additional information on creating Custom Fields review this Article or Video

 

LEADS PEOPLE COMPANY OPPORTUNITY PROJECTS TASKS
Name Name

Name

Name

Name Name
Owner  Owner  Owner Owner Owner Owner
Description Description  Description  Description  Description  Description
 Visibility Visibility  Visibility  Visibility Visibility  Visibility
 Tags Tags  Tags  Tags Tags Tags
Phone Numbers Phone Numbers Phone Numbers  Created Date Created Date  Due Date
Social Media Accounts   Social Media Accounts Social Media Accounts  Primary Contact Status Reminder Date 
Websites  Websites Websites  Win %    Related To
 Email Address  Email Address Email Address Pipeline   Priority
Address Address  Address Stage    
Value Contact Type  Contact Type  Value    
Title  Title   Priority    
 Status    

Status

   
 Source    

Source

   
     

Loss Reason

   
      Company    
     

Close Date

   









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