The Custom Fields tab in Koncert's Administration section is designed to enable seamless integration and management of custom fields from connected Sales Engagement Platforms (Outreach, Salesloft, or Apollo). These fields are then made available in the Koncert portal for streamlined operations.

This guide explains how to manage custom fields effectively, including creating, mapping, editing, and deleting fields.

The Sales Engagement Platform Outreach is shown here as an example.

For Standalone Orgs integrated with a Sales Engagement Platform, the following columns will be available under the Custom Fields tab:

• Koncert Fields: Displays all the fields available in Koncert.
• Field Type: Indicates the type of field (e.g., Textbox, Checkbox).
• Read Only: Specifies whether the field is editable or view-only.
• <Sales Engagement Platform> Fields: Shows the fields imported from the integrated platform.
• Action: Provides option to delete the fields.

By default, Koncert automatically imports and maps mandatory fields, including 10 Phone Fields, to the corresponding fields in the platform. These fields cannot be edited or deleted.

If required, you can map remaining fields by selecting the appropriate field from the dropdown in the <Sales Engagement Platform> Fields column next to the corresponding Koncert field.

The dropdown lists out the fields that match with the field type of particular field. For example, the Created Date field type of DATE can only be mapped to other DATE-type fields in Outreach, such as Created Date or Bounced Date.

Show Dropdown Options

The Show Dropdown in the Custom Fields tab provides a streamlined view and management of fields.

This dropdown includes two options:

• Prospect Fields: Displays and allows you to create fields related to prospects such as Name, City, Phone, and Title.

• Account Fields: Displays and allows you to create fields related to accounts such as Account Name, Industry, and Revenue.

By selecting the appropriate option, you can view and manage fields specific to the chosen category.

Add a new custom field

Adding and mapping custom fields in Koncert has been streamlined to make it faster and more intuitive. Now, you can directly select fields from the integrated Sales Engagement Platform, and they will be automatically mapped.

Below you can find instructions on how to add a new custom field:

1. Use the Show Dropdown to select either Prospect Fields or Account Fields, depending on the type of field you want to create.

2. Click the Add a Outreach Field button in the top-right corner.

3. In the Koncert Field Mapping window, complete the following steps:

• Select a Field: Use the dropdown to select the desired field from the integrated Sales Engagement Platform. The dropdown includes a comprehensive list of available fields (e.g., Clean Status, Converted Date, Country).

Once a field is selected, it will automatically be created in Koncert and mapped to the respective field in the platform.

• Read Only: Select Yes if the field should be view-only or No if it should be editable.

The below field types are supported by Koncert.

Outreach:

• • Textarea
  • Textbox

Salesloft:

• • Textarea
  • Date
  • Dropdown - Upon selecting this, you must provide dropdown values.

For Salesloft users, please note that picklist values must be entered manually. When you select a field of type Dropdown, a Dropdown Values Text Box will appear, where you are required to input the dropdown values manually.

Apollo:

• • Checkbox
  • Date
  • Integer
  • Textarea
  • Textbox
  • Timestamp
  • Dropdown

In addition to the field types mentioned above, other field types are supported depending on your organization's type. Please refer to the relevant articles for a complete list of supported field types.

Standalone – Standalone Org - Custom Fields

HubSpot – HubSpot Integration - Custom Fields

Salesforce – Salesforce Integration - Custom Fields

4. Click Save. A confirmation message, ‘Custom Field Added,’ will appear.

NOTE: The alert message below will be displayed if you try to add a field that already exists.

5. Upon saving, the new field will appear under the Koncert Fields column, and it will be mapped to the corresponding field in the Sales Engagement Platform.

In addition to this, the created custom field will be added and available under the Session tab » Manage Columns window. You can make the field available under the Session tab, if needed.

Refer to the article How do I move my columns around in Session? for detailed information.

In addition to this, you can edit the Custom field in the Prospect Information window or the Call Disposition window » Prospect Fields which will be automatically updated in Outreach.

Edit a Custom Field Name

You can now modify the Koncert Field Name as your wish.

Below you can find instructions on how to edit a custom field name:

1. Click on the field name that needs to be modified.

2. After the Koncert Field Mapping window pops up, modify the field name as required and click Save.

3. A confirmation message saying ‘Fields Updated’ will be displayed.

NOTE: The Mandatory fields cannot be edited. However, their details can be viewed by clicking on the field name.

Delete a custom field

If a custom field is no longer needed, it can be deleted with a few simple steps:

1. You can delete the custom fields by clicking the Delete  icon under the Action column.

2. The confirmation message shown below will be displayed. Click Delete to delete the custom field or click the Close icon to cancel the deletion process.

3. After successful deletion, the message shown below will be displayed. 

NOTE: You cannot delete the mandatory fields, as the Delete  icon will be disabled and grayed out.

The mandatory fields are:

Account Name, City, Comments, Contact Name, Created Date, Due Date, Email, Engagement Score, Extension, First Name, Last Name, LinkedIn URL, Modified Date, Phone, Prospect Stage, Record Type, Report Name, Sequence Name, State, Step Display Name, Subject, Timezone, Title and Website / Website URL.

In addition to the above-mentioned fields, the following fields will be available by default when an org is created.

• CRM Link
• Direct Phone
• Direct Phone Extension

NOTE: Please reach out to Koncert Support at support@koncert.com to add new field types.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.