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Solar At Scale - Solar Setter Mastery
  • Pages
    • 1. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
        • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
        • VIC
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid-Connection Rules
    • 2. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • State Management
      • The Myth of Price and Money
      • Work Ethic & Perseverance
      • Convincing vs Persuading
    • 2. Outbound Calling
      • Leads
        • Approaching Different Types of Leads
      • Cold Calling Script
      • Aged Lead Script
      • RECORDINGS
      • Rebuttals
      • Voicemail Script
    • 3. Triage Call
      • Triage vs Discovery Call
      • Mindset
      • Goals of a Triage
      • Technical Knowledge for Triage
      • Focus on the Problem
      • Existing Solar Systems
      • Triage Script
        • Aged Lead Triage
        • Fresh Lead Triage
        • Booked Triage
        • Alternative Triage Script
      • RECORDINGS
    • 4. CRM Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • icon picker
            Custom Activities & Fields
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • Automatic Diallers
          • Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
        • Importing Leads
    • 5. Commission Breakdown
    • Quiz
Solar At Scale - Solar Setter Mastery
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Custom Activities & Fields
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Custom Activities & Fields

Custom Fields
Custom Activities

Custom Fields & Custom Activities

Custom Fields

Let you store additional information about your Leads, Contacts, and Opportunities.
Custom Fields can be of different data types, such as text, number, date, or checkbox.
You can also set up validation rules for your Custom Fields, such as requiring a value or limiting the number of characters.

Custom Activities

Let you create custom activity types to track specific types of activity.
For example, you could create a custom activity type for "Demo Request" or "Sales Call."
Custom Activities can have their own custom fields, so you can track detailed information about each activity.
Here are some of the benefits of using Custom Fields and Custom Activities in Close CRM:
Increased flexibility: Custom Fields and Custom Activities give you the flexibility to store and track the information that is most important to you. This can help you better understand your prospects and opportunities, and make more informed decisions about your sales process.
Improved data quality: Custom Fields and Custom Activities can help you to improve the quality of your data by ensuring that all of the important information is captured. This can make it easier to find and analyse data, and make better use of your CRM system.
Automated workflows: Custom Fields and Custom Activities can be used to automate workflows, such as sending out emails or creating tasks based on certain criteria. This can help you to save time and improve efficiency.
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