Save your services and add your own contact fields
Add your most-sold packages to the service catalog, and create custom fields such as Budget or Industry on contacts.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Two small set-up jobs save time every day. The service catalog turns a package into a one-click engagement. Custom contact fields let you record what matters to your business on every lead.
By the end you can
- Add a service to the catalog
- Create a custom contact field
Steps
- 1
Open Service catalog
On: /settings/servicesOpen Settings and choose Service catalog.
You should see: Active services, or "No services saved yet."
- 2
Add a service
On: /settings/servicesPress New service. Fill in the Name, a one-line Tagline for the picker, the Service type and the price, then save.
You should see: The service is listed and appears under Your services when anyone creates an engagement.
- 3
Retire a service
On: /settings/servicesUse Archive on a service you no longer sell. Restore brings it back.
You should see: Archived services no longer appear in the picker.
- 4
Open Contact fields
On: /settings/contact-fieldsGo to Settings, Contact fields. Only the workspace owner can manage these.
You should see: Custom contact fields, or a prompt to add your first.
- 5
Add a field
On: /settings/contact-fieldsPress Add custom field. Type the name, for example "Budget", and choose the Type: Text, Number, Date or Dropdown. For a dropdown type the options separated by commas.
You should see: The field appears on every contact, and can be chosen as a mapping target in lead forms.
Tips
- A lead-form answer whose field key matches a custom field fills it in automatically.
- Custom fields can be used in workflow conditions.
Troubleshooting
- "Only the workspace owner can manage custom fields."
- Ask the workspace owner to add the field.
- A service is missing from the picker.
- It was archived. Find it in the archived list on the services page and press Restore.
One row per shot, in the same order as the guide. Estimated length 1:53, recorded signed in as Owner. Use made-up data only. How to record
Say: Save your services and add your own contact fields. Add your most-sold packages to the service catalog, and create custom fields such as Budget or Industry on contacts.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Service catalog.
Hold until you see: Active services, or "No services saved yet."
Say: Press New service. Fill in the Name, a one-line Tagline for the picker, the Service type and the price, then save.
Hold until you see: The service is listed and appears under Your services when anyone creates an engagement.
Say: Use Archive on a service you no longer sell. Restore brings it back.
Hold until you see: Archived services no longer appear in the picker.
Say: Go to Settings, Contact fields. Only the workspace owner can manage these.
Hold until you see: Custom contact fields, or a prompt to add your first.
Say: Press Add custom field. Type the name, for example "Budget", and choose the Type: Text, Number, Date or Dropdown. For a dropdown type the options separated by commas.
Hold until you see: The field appears on every contact, and can be chosen as a mapping target in lead forms.
Say: That is save your services and add your own contact fields. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
Record what you sold: the service, whether it recurs, its cycle, its value and when it renews.
Build a form with the fields you need, map answers onto the contact, and publish it.
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