The Koncert's Administration » Custom Fields tab is used to bring up the custom fields from the integrated Sales Engagement Platform (Outreach, Salesloft or Apollo) and enable them to be used in the Koncert portal.

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

By default, Koncert includes the mandatory fields of the integrated Sales Engagement Platform and automatically maps with the respective Koncert fields. The mandatory fields cannot be deleted.

Additionally, for the Standalone org Integrated with Sales Engagement Platform, only the columns Koncert Fields, Field Type, Read Only, <Sales Engagement Platform>Fields and Action will be available.

If necessary, you can map the remaining fields by clicking the dropdown under the '<Sales Engagement Platform>Fields' column across the respective Koncert fields that you wish to map.

Add a new custom field

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

1. Click the Add a Field button at the top-right.

2. Upon clicking the Add a Field button, a Koncert Field Mapping window will be displayed.

3. Select the following information: All the fields are mandatory.

• Koncert Field Name – Enter the required name.

• Field Type – Select the field type you want to create.

The below field types are supported by Koncert.

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

NOTE:

The values from Apollo will be automatically fetched once the custom field is mapped to the corresponding Apollo dropdown field.

The Dropdown - Field Type is not supported for Outreach.

For Salesloft users, please note that manual entry of picklist values is required. Once you select the field type as Dropdown, you will see the checkbox Dropdown Value for Salesloft. Once the checkbox is selected, the Text Box appears where you can manually enter the dropdown values.

• • Integer
  • Numeric
  • Phone
  • Textarea
  • Textbox - Upon selecting this, you must select either Text or URL under the Control Type dropdown.
  • Timestamp

• Read Only – Defaults to No, allowing you to edit the field. If needed, you can change it to Yes to only view the field but not edit it.

4. Click Save. A confirmation message saying ‘Custom Field Added’ will be displayed.

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

5. The newly added field will be displayed under the Custom Fields tab, as shown below:

6. Map the required <Sales Engagement Platform>field to the newly created Koncert Field and Click Save.

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

8. The Koncert Field will be mapped to the <Sales Engagement Platform> Field, as shown below:

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: You cannot edit the mandatory fields. However, the user can click on the field and view the details.

Delete a custom field

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

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.