To capture and store data that is specific to your business, use custom fields in ProsperWorks. Here's how:
Important: Only admins of your ProsperWorks account can create custom fields
1 - Log into ProsperWorks using an Admin account
2 - Click on the ProsperWorks Menu in the top left corner
3 - Click on System Settings
4 - Click on Custom Fields under the "Customize ProsperWorks" section in the left panel.
5 - Click on the Add Custom Field button
6 - Next, choose a name for the custom field (field label), the type of custom field, and which item type(s) you want the custom field available for (Leads, Companies, People, Tasks, Opportunities, and/or Projects)
The following custom field types are available in ProsperWorks:
7 - Check the checkbox under "Include in Filters?" if you want to enable filtering by this field.
**Please note the following custom fields types are NOT filterable: text field, text area, and URL.
8 - Click Save
If you have any questions, please email firstname.lastname@example.org