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What business or customer data would you like to store in Partner Center / Sales & Success Center?


Sanjay
2174 Points
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Posts: 39
Topic starter
Joined: 2 years ago

In Partner Center and Sales and Sales & Success Center, have you ever wished you could store a custom piece of data on your businesses and customers?

For example, perhaps the clients you deal with are almost exclusively accountants, you and want to store the type of accountant they are, such as:
- Auditor
- Tax Accountant
- Consultant

This data will help you tailor your sales and marketing. Perhaps we could even run automations of these?

Let us know what type of custom data you'd like to store! Numbers, words, any attributes you can think of. Curious to hear your responses 🙂

2 Replies
Thomas Mueller
163 Points
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Joined: 1 year ago

Yes, there are a lot of threads here on custom fields and data.

1 Reply
Sanjay
Joined: 2 years ago

2174 Points
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Posts: 39

@Thomas Mueller Thank you! Surfacing your thread here for any others that want to review what Thomas wrote:
https://academy.conquerlocal.com/community/strategy/custom-fields-or-additional-custom-content/