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In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.

Checking Field Usage

You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right.

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Click on each of the object types to see where the form is used. Click on the object to view/edit.

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Deleting Custom Fields

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Custom Email Fields

If you create multiple Email fields, the system will prompt you to select which field to use when sending. You can use the Prospect's primary email, or select one of your custom fields. To change a Prospect's primary email from the standard Email field, click on the flag icon next to the email address on the Details Info Card.

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Use the Flag icon next to the address you would like to set as the Prospect's primary email. The system will use this field as a default for this Prospect moving forward.

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Checking Field Usage

You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right of the field. 

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If the field is in use, the system Image Added

Click on each of the object types to see where the form is used. Click on the object to view/edit.

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Deleting Custom Fields

You can delete Custom Fields by using the drop-down menu to the far right of the field. 

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If the field is in use, the system will display the Field Usage menu. Make sure to update each of the objects to use a different field or you may run into complications with other parts of the system.

Standard Fields

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parts of the system.

Standard Fields

NameData Merge ValueWith Default ValueIdentifierData Type
Annual Revenue%%AnnualRevenue%%%%AnnualRevenue:default=Default Value Here%%AnnualRevenueDecimal
Area of Interest%%AreaOfInterest%%%%AreaOfInterest:default=Default Value Here%%AreaOfInterestString
Assistant%%Assistant%%%%Assistant:default=Default Value Here%%AssistantString
Bounced%%Bounced%%%%Bounced:default=Default Value Here%%BouncedBoolean
Budget%%Budget%%%%Budget:default=Default Value Here%%BudgetDecimal
City%%City%%%%City:default=Default Value Here%%CityString
Comments%%Comments%%%%Comments:default=Default Value Here%%CommentsString
Company%%Company%%%%Company:default=Default Value Here%%CompanyString
Company Address

%%companyaddress%%

*Comes from "Company Address" field on an Email List.

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%%companyaddress:default=Default Value Here%%

companyaddressString
Company Name

%%companyname%%

*Comes from "Company Name" field on an Email List.

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%%companyname:default=Default Value Here%%companynameString
Competitors%%Competitors%%%%Competitors:default=Default Value Here%%CompetitorsString
Country%%Country%%%%Country:default=Default Value Here%%CountryString
Create Date%%CreateDate%%%%CreateDate:default=Default Value Here%%CreateDateDate Time
CRM%%CRM%%%%CRM:default=Default Value Here%%CRMString
Current Year%%currentyear%%%%currentyear:default=Default Value Here%%currentyearString
Date%%Date%%%%Date:default=Default Value Here%%DateDate
Date and Time%%DateAndTime%%%%DateAndTime:default=Default Value Here%%DateAndTimeDate Time
Department%%Department%%%%Department:default=Default Value Here%%DepartmentString
Description%%Description%%%%Description:default=Default Value Here%%DescriptionText
Do Not Call%%DoNotCall%%%%DoNotCall:default=Default Value Here%%DoNotCallBoolean
Do Not Email%%DoNotEmail%%%%DoNotEmail:default=Default Value Here%%DoNotEmailBoolean
Email%%Email%%%%Email:default=Default Value Here%%EmailString
Fax%%Fax%%%%Fax:default=Default Value Here%%
AnnualRevenue
Fax
DecimalArea of Interest%%AreaOfInterest%%%%AreaOfInterest
String
First Inbound Activity Date%%FirstInboundActivityDate%%%%FirstInboundActivityDate:default=Default Value Here%%
AreaOfInterest
FirstInboundActivityDate
String
Date Time
Assistant
First Name
%%Assistant%%
%%FirstName%%
%%Assistant
%%FirstName:default=Default Value Here%%
Assistant%%Bounced
FirstNameString
Bounced%%Bounced%%
First Outbound Activity Date%%FirstOutboundActivityDate%%%%FirstOutboundActivityDate:default=Default Value Here%%
Bounced
FirstOutboundActivityDate
Boolean
Date Time
Budget
Full Address
%%Budget%%
%%FullAddress%%
%%Budget
%%FullAddress:default=Default Value Here%%
Budget
FullAddress
Decimal
String
City
Full Name
%%City%%
%%FullName%%
%%City
%%FullName:default=Default Value Here%%
City%%Comments
FullNameString
Comments%%Comments%%Company%%Company%%%%Company
Geo IP Address%%geo_ip_addresses%%%%geo_ip_addresses:default=Default Value Here%%
CommentsString
Geo_IP_Addressesstring
Grade%%LeadGrade%%%%LeadGrade:default=Default Value Here%%
Company
LeadGradeString
Company Address%%companyaddress
Home Phone

%%companyaddress%%

*Comes from "Company Address" field on an Email List.

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Company Name

%%companyname%%

*Comes from "Company Name" field on an Email List.

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%%companyname
%%HomePhone%%%%HomePhone:default=Default Value Here%%
companyaddressString
HomePhoneString
Industry%%Industry%%%%Industry:default=Default Value Here%%
companyname
Industry
String
Dropdown
Competitors
Job Title
%%Competitors%%
%%JobTitle%%
%%Competitors
%%JobTitle:default=Default Value Here%%
Competitors%%Country
JobTitleString
Country%%Country%%
Last 3P Email Respond Date%%Last3PEmailRespondDate%%%%Last3PEmailRespondDate:default=Default Value Here%%
CountryCreate
Last3PEmailRespondDate
String
Date Time
Last Autoresponder Link Click Date
%%CreateDate%%
%%LastAutoresponderLinkClickDate%%
%%CreateDate
%%LastAutoresponderLinkClickDate:default=Default Value Here%%
CreateDate%%CRM
LastAutoresponderLinkClickDateDate Time
CRM%%CRM%%
Last Autoresponder Open Date%%LastAutoresponderOpenDate%%%%LastAutoresponderOpenDate:default=Default Value Here%%
CRM%%currentyear
LastAutoresponderOpenDate
StringCurrent Year%%currentyear%%
Date Time
Last Autoresponder Sent Date%%LastAutoresponderSentDate%%%%LastAutoresponderSentDate:default=Default Value Here%%
currentyear
LastAutoresponderSentDate
String
Date Time
Last Chat Date
%%Date%%
%%LastChatDate%%
%%Date
%%LastChatDate:default=Default Value Here%%
Date
LastChatDateDate Time
Last Chat Decline Date
and Time
%%DateAndTime%%
%%LastChatDeclineDate%%
%%DateAndTime
%%LastChatDeclineDate:default=Default Value Here%%
DateAndTime%%Department
LastChatDeclineDateDate Time
Department%%Department%%
Last Content Download Date%%LastContentDownloadDate%%%%LastContentDownloadDate:default=Default Value Here%%
DepartmentDescription%%Description%%%%Description
LastContentDownloadDate
String
Date Time
Last Email Link Click Date%%LastEmailLinkClickDate%%%%LastEmailLinkClickDate:default=Default Value Here%%
Description%%DoNotCall
LastEmailLinkClickDate
TextDo Not Call%%DoNotCall%%
Date Time
Last Email Open Date%%LastEmailOpenDate%%%%LastEmailOpenDate:default=Default Value Here%%
DoNotCall
LastEmailOpenDate
Boolean
Date Time
Do Not
Last Email Sent Date
%%DoNotEmail%%
%%LastEmailSentDate%%
%%DoNotEmail
%%LastEmailSentDate:default=Default Value Here%%
DoNotEmailEmail%%Email%%%%Email
LastEmailSentDate
Boolean
Date Time
Last Event Status Change Date%%LastEventStatusChangeDate%%%%LastEventStatusChangeDate:default=Default Value Here%%
EmailFax%%Fax%%%%Fax
LastEventStatusChangeDate
StringFirst
Date Time
Last Form Submit Data%%last_form_submit_data%%%%last_form_submit_data:default=Default Value Here%%
FaxString


Last Inbound Activity Date
%%FirstInboundActivityDate%%
%%LastInboundActivityDate%%
%%FirstInboundActivityDate
%%LastInboundActivityDate:default=Default Value Here%%
FirstInboundActivityDate%%FirstName
LastInboundActivityDateDate Time
First Name%%FirstName%%
Last Invite to Chat Date%%LastInviteToChatDate%%%%LastInviteToChatDate:default=Default Value Here%%
FirstNameFirst Outbound Activity
LastInviteToChatDate
String
Date Time
Last Landing Page Visit Date
%%FirstOutboundActivityDate%%
%%LastLandingPageVisitDate%%
%%FirstOutboundActivityDate
%%LastLandingPageVisitDate:default=Default Value Here%%
FirstOutboundActivityDate
LastLandingPageVisitDateDate Time
Full Address
Last Name
%%FullAddress%%
%%LastName%%
%%FullAddress
%%LastName:default=Default Value Here%%
FullAddress%%FullName
LastNameString
Full Name%%FullName%%
Last Outbound Activity Date%%LastOutboundActivityDate%%%%LastOutboundActivityDate:default=Default Value Here%%
FullName
LastOutboundActivityDate
String
Date Time
Grade
Last Referrer
%%LeadGrade%%
%%LastReferrer%%
%%LeadGrade
%%LastReferrer:default=Default Value Here%%
LeadGrade%%HomePhone
LastReferrerString
Home Phone%%HomePhone%%
Last Sales Email Link Click Date%%LastSalesEmailLinkClickDate%%%%LastSalesEmailLinkClickDate:default=Default Value Here%%
HomePhoneIndustry%%Industry%%%%Industry
LastSalesEmailLinkClickDate
String
Date Time
Last Sales Email Open Date%%LastSalesEmailOpenDate%%%%LastSalesEmailOpenDate:default=Default Value Here%%
Industry%%JobTitle
LastSalesEmailOpenDate
DropdownJob Title%%JobTitle%%
Date Time
Last Sales Email Sent Date%%LastSalesEmailSentDate%%%%LastSalesEmailSentDate:default=Default Value Here%%
JobTitle
LastSalesEmailSentDate
String
Date Time
Last
3P Email Respond Date%%Last3PEmailRespondDate%%%%Last3PEmailRespondDate
Search Engine%%LastSearchEngine%%%%LastSearchEngine:default=Default Value Here%%
Last3PEmailRespondDate
LastSearchEngine
Date Time
String
Last
Autoresponder Link Click Date%%LastAutoresponderLinkClickDate%%%%LastAutoresponderLinkClickDate
Search Phrase%%LastSearchWords%%%%LastSearchWords:default=Default Value Here%%
LastAutoresponderLinkClickDate
LastSearchWords
Date Time
String
Last
Autoresponder Open
Send and Track Email Respond Date
%%LastAutoresponderOpenDate%%
%%LastSendAndTrackEmailRespondDate%%
%%LastAutoresponderOpenDate
%%LastSendAndTrackEmailRespondDate:default=Default Value Here%%
LastAutoresponderOpenDate
LastSendAndTrackEmailRespondDateDate Time
Last
Autoresponder Sent
Social Media Click Date
%%LastAutoresponderSentDate%%
%%LastSocialMediaClickDate%%
%%LastAutoresponderSentDate
%%LastSocialMediaClickDate:default=Default Value Here%%
LastAutoresponderSentDate
LastSocialMediaClickDateDate Time
Last
Chat
Video Conversion Date
%%LastChatDate%%
%%LastVideoConversionDate%%
%%LastChatDate
%%LastVideoConversionDate:default=Default Value Here%%
LastChatDate
LastVideoConversionDateDate Time
Last
Chat Decline
Video Play Date
%%LastChatDeclineDate%%
%%LastVideoPlayDate%%
%%LastChatDeclineDate
%%LastVideoPlayDate:default=Default Value Here%%
LastChatDeclineDate
LastVideoPlayDateDate Time
Last
Content Download
Video Watch Date
%%LastContentDownloadDate%%
%%LastVideoWatchDate%%
%%LastContentDownloadDate
%%LastVideoWatchDate:default=Default Value Here%%
LastContentDownloadDate
LastVideoWatchDateDate Time
Last
Email Link Click
Web Form Submission Date
%%LastEmailLinkClickDate%%
%%LastWebFormSubmissionDate%%
%%LastEmailLinkClickDate
%%LastWebFormSubmissionDate:default=Default Value Here%%
LastEmailLinkClickDate
LastWebFormSubmissionDateDate Time
Last
Email Open
Website Visit Date
%%LastEmailOpenDate%%
%%LastWebsiteVisitDate%%
%%LastEmailOpenDate
%%LastWebsiteVisitDate:default=Default Value Here%%
LastEmailOpenDate%%LastEmailSentDate
LastWebsiteVisitDateDate Time
Last Email Sent Date%%LastEmailSentDate%%
Lead Status%%LeadStatus%%%%LeadStatus:default=Default Value Here%%
LastEmailSentDateLast Event Status Change Date%%LastEventStatusChangeDate%%%%LastEventStatusChangeDate
LeadStatus
Date Time
String
Mobile Phone%%MobilePhone%%%%MobilePhone:default=Default Value Here%%
LastEventStatusChangeDate
MobilePhone
Date TimeLast Form Submit Data%%last_form_submit_data%%%%last_form_submit_data
String
Most Recent Geo IP Address%%most_recent_geo_ip_address%%%%most_recent_geo_ip_address:default=Default Value Here%%
Last Inbound Activity Date%%LastInboundActivityDate%%%%LastInboundActivityDate:default=Default Value Here%%LastInboundActivityDateDate TimeLast Invite to Chat Date%%LastInviteToChatDate%%%%LastInviteToChatDate
Most_Recent_Geo_IP_AddressString
Number of Employees%%NumberOfEmployees%%%%NumberOfEmployees:default=Default Value Here%%
LastInviteToChatDateLast Landing Page Visit Date%%LastLandingPageVisitDate%%%%LastLandingPageVisitDate
NumberOfEmployees
Date Time
Number
Operating System%%OperatingSystem%%%%OperatingSystem:default=Default Value Here%%
LastLandingPageVisitDateLast Name%%LastName%%%%LastName
OperatingSystem
Date Time
String
Original IP Address%%TrackedIpAddress%%%%TrackedIpAddress:default=Default Value Here%%
LastName%%LastOutboundActivityDate
TrackedIpAddressString
Last Outbound Activity Date%%LastOutboundActivityDate%%
Original Lead Source%%LeadSource%%%%LeadSource:default=Default Value Here%%
LastOutboundActivityDate
LeadSource
Date Time
Dropdown
Last
Original Referrer
%%LastReferrer%%
%%OriginalReferrer%%
%%LastReferrer
%%OriginalReferrer:default=Default Value Here%%
LastReferrer%%LastSalesEmailLinkClickDate
OriginalReferrerString
Last Sales Email Link Click Date%%LastSalesEmailLinkClickDate%%
Original Search Engine%%OriginalSearchEngine%%%%OriginalSearchEngine:default=Default Value Here%%
LastSalesEmailLinkClickDateLast Sales Email Open Date%%LastSalesEmailOpenDate%%%%LastSalesEmailOpenDate
OriginalSearchEngine
Date Time
String
Original Search Phrase%%OriginalSearchWords%%%%OriginalSearchWords:default=Default Value Here%%
LastSalesEmailOpenDateLast Sales Email Sent Date%%LastSalesEmailSentDate%%%%LastSalesEmailSentDate
OriginalSearchWords
Date Time
String
Original Source Info%%OriginalSourceInfo%%%%OriginalSourceInfo:default=Default Value Here%%
LastSalesEmailSentDateLast Search Engine%%LastSearchEngine%%%%LastSearchEngine
OriginalSourceInfo
Date Time
String
Original Source Type%%OriginalSourceType%%%%OriginalSourceType:default=Default Value Here%%
LastSearchEngine
OriginalSourceTypeString
Last Search Phrase
Password
%%LastSearchWords%%
%%Password%%
%%LastSearchWords
%%Password:default=Default Value Here%%
LastSearchWords%%LastSendAndTrackEmailRespondDate
PasswordString
Last Send and Track Email Respond Date%%LastSendAndTrackEmailRespondDate%%
Product Interest%%ProductInterest%%%%ProductInterest:default=Default Value Here%%
LastSendAndTrackEmailRespondDateDate TimeLast Social Media Click Date%%LastSocialMediaClickDate%%%%LastSocialMediaClickDate
ProductInterestString
Prospect ID%%Prospect_ID%%N/AProspect_IDString
Salutation%%Salutation%%%%Salutation:default=Default Value Here%%
LastSocialMediaClickDateLast Video Conversion Date%%LastVideoConversionDate%%%%LastVideoConversionDate
Salutation
Date Time
String
Score%%LeadScore%%%%LeadScore:default=Default Value Here%%
LastVideoConversionDateLast Video Play Date%%LastVideoPlayDate%%%%LastVideoPlayDate
LeadScore
Date Time
Number
State/Province%%State%%%%State:default=Default Value Here%%
LastVideoPlayDateLast Video Watch Date%%LastVideoWatchDate%%%%LastVideoWatchDate
State
Date Time
String
Street Address%%StreetAddress%%%%StreetAddress:default=Default Value Here%%
LastVideoWatchDateLast Web Form Submission Date%%LastWebFormSubmissionDate%%%%LastWebFormSubmissionDate
StreetAddress
Date Time
String
Timeframe%%Timeframe%%%%Timeframe:default=Default Value Here%%
LastWebFormSubmissionDate%%LastWebsiteVisitDate
Timeframe
Date TimeLast Website Visit Date%%LastWebsiteVisitDate%%
String
Type%%Type%%%%Type:default=Default Value Here%%
LastWebsiteVisitDate
Type
Date Time
String
Lead Status
Website
%%LeadStatus%%
%%Website%%
%%LeadStatus
%%Website:default=Default Value Here%%
LeadStatus
WebsiteString
Mobile
Work Phone
%%MobilePhone%%
%%WorkPhone%%
%%MobilePhone
%%WorkPhone:default=Default Value Here%%
MobilePhone
WorkPhoneString
Number of Employees
Zipcode
%%NumberOfEmployees%%
%%Zipcode%%
%%NumberOfEmployees
%%Zipcode:default=Default Value Here%%
NumberOfEmployees%%OperatingSystem
Zipcode
NumberOperating System%%OperatingSystem%%

String

Last Event Submission Event End Date%%LastEventSubmissionEventEndDate%%%%LastEventSubmissionEventEndDate:default=Default Value Here%%
OperatingSystem%%TrackedIpAddress
LastEventSubmissionEventEndDate
StringOriginal IP Address%%TrackedIpAddress%%
Date
Last Event Submission Event ID%%LastEventSubmissionEventID%%%%LastEventSubmissionEventID:default=Default Value Here%%
TrackedIpAddressOriginal Lead Source%%LeadSource%%%%LeadSource
LastEventSubmissionEventID
String
Number
Last Event Submission Event Start Date%%LastEventSubmissionEventStartDate%%%%LastEventSubmissionEventStartDate:default=Default Value Here%%
LeadSourceOriginal Referrer%%OriginalReferrer%%%%OriginalReferrer
LastEventSubmissionEventStartDate
Dropdown
Date
Last Event Submission Initial Station%%LastEventSubmissionInitialStation%%%%LastEventSubmissionInitialStation:default=Default Value Here%%
OriginalReferrer%%OriginalSearchEngine
LastEventSubmissionInitialStation
StringOriginal Search Engine%%OriginalSearchEngine%%
Text
Last Event Submission Event Archive Date%%LastEventSubmissionEventArchiveDate%%%%LastEventSubmissionEventArchiveDate:default=Default Value Here%%
OriginalSearchEngineOriginal Search Phrase%%OriginalSearchWords%%%%OriginalSearchWords
LastEventSubmissionEventArchiveDate
String
Date
Last Event Submission Rating%%LastEventSubmissionRating%%%%LastEventSubmissionRating:default=Default Value Here%%
OriginalSearchWordsOriginal Source Info%%OriginalSourceInfo%%%%OriginalSourceInfo
LastEventSubmissionRating
String
Text
Last Event Submission Event Street Address%%LastEventSubmissionEventStreetAddress%%%%LastEventSubmissionEventStreetAddress:default=Default Value Here%%
OriginalSourceInfoOriginal Source Type%%OriginalSourceType%%%%OriginalSourceType
LastEventSubmissionEventStreetAddress
String
Text
Last Event Submission By%%LastEventSubmissionBy%%%%LastEventSubmissionBy:default=Default Value Here%%
OriginalSourceTypePassword%%Password%%%%Password
LastEventSubmissionBy
String
Text
Last Event Submission Event Zipcode%%LastEventSubmissionEventZipcode%%%%LastEventSubmissionEventZipcode:default=Default Value Here%%
Password%%ProductInterest
LastEventSubmissionEventZipcode
StringProduct Interest%%ProductInterest%%
Text
Last Event Submission Method%%LastEventSubmissionMethod%%%%LastEventSubmissionMethod:default=Default Value Here%%
ProductInterestProspect ID%%Prospect_ID%%N/AProspect_IDStringSalutation%%Salutation%%%%Salutation
LastEventSubmissionMethod
String
Text
Last Event Submission Event City%%LastEventSubmissionEventCity%%%%LastEventSubmissionEventCity:default=Default Value Here%%
SalutationScore%%LeadScore%%%%LeadScore
LastEventSubmissionEventCity
String
Text
Last Event Submission Date%%LastEventSubmissionDate%%%%LastEventSubmissionDate:default=Default Value Here%%
LeadScore%%State
LastEventSubmissionDate
NumberState/Province%%State%%
Date Time
Last Event Submission Event State%%LastEventSubmissionEventState%%%%LastEventSubmissionEventState:default=Default Value Here%%
StateStreet Address%%StreetAddress%%%%StreetAddress
LastEventSubmissionEventState
String
Text
Last Event Submission Event Country%%LastEventSubmissionEventCountry%%%%LastEventSubmissionEventCountry:default=Default Value Here%%
StreetAddressTimeframe%%Timeframe%%%%Timeframe
LastEventSubmissionEventCountry
String
Text
Last Event Submission Event Full Address%%LastEventSubmissionEventFullAddress%%%%LastEventSubmissionEventFullAddress:default=Default Value Here%%
TimeframeType%%Type%%%%Type
LastEventSubmissionEventFullAddress
String
Text
Last Event Submission Event Owner%%LastEventSubmissionEventOwner%%%%LastEventSubmissionEventOwner:default=Default Value Here%%
Type%%Website
LastEventSubmissionEventOwner
StringWebsite%%Website%%
Text
Last Event Submission Device%%LastEventSubmissionDevice%%%%LastEventSubmissionDevice:default=Default Value Here%%
Website%%WorkPhone
LastEventSubmissionDevice
StringWork Phone%%WorkPhone%%
Text
Last Event Submission Event Name%%LastEventSubmissionEventName%%%%LastEventSubmissionEventName:default=Default Value Here%%
WorkPhone%%Zipcode
LastEventSubmissionEventName
StringZipcode%%Zipcode%%

Text

Last Event Submission Number of Visited Stations%%LastEventSubmissionNumberOfVisitedStations%%%%LastEventSubmissionNumberOfVisitedStations:default=Default Value Here%%
Zipcode
LastEventSubmissionNumberOfVisitedStations
String
Number

Description of Select Standard Fields

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Info
titleData Merge for Custom Fields

Use the "Identifier" shown next to your custom field in Lead Liasion surrounded by "%%" for data merge values on custom fields. For example, if your custom field is "Favorite Color", your Identifier is likely "favorite_color__c". The merge value would be "%%favorite_color__c%%".

Field Types

The following field types are supported:

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Note on Picklist (Multi-Select)

The Lead Liaison Standard Field with type "Picklist (Multi-Select)" is for fields that have multiple values together. For example, red, blue and green. The "Picklist (Multi-Select)" field type cannot be used for mapping while importing contacts into Lead Liaison. The primary purpose for this field type is to support a CRM system, such as Salesforce.com, with the same data type.

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