Mandatory CRM Fields?

Mick_Keyou

Super Genius
100+ Post Club
248
I'm putting together and modifying my Zoho crm. I would love to know if I should add anything to the main lead page that allows me to quickly organize fields. This is what I have so far:

Lead Name
Phone #
Email
State
Zip Code
Lead Status
Lead Source
Referral's Name
Premium
Policy Name
Effective Date


Anything else you recommend?
 
This may be overkill (and highly customized), but I don't use all of these fields all of the time...

In alphabetical order...

Built-in Fields:

Address
Annual Revenue
Company
Description
Do Not Call (checkbox)
Email
Email Opt Out (checkbox)
FAX
FAX Opt Out
Industry
Lead Source
Lead Status
Mobile
Name
No. of Employees
Phone
Rating
Title
Website

Custom Fields:

A/H AP
A/H Apps
Age
Anniversary
Annual Income
Annuity AP
Annuity Apps
Approachable?
Appt Kept
Appt Set
Ask2Buy
B2B
Call Notes
Children
Contacted
Date of Birth
Dials
Directions
FactFinder
Height
How is your health?
How Known
Income Level
Interests/Hobbies
Length of Time Known
Life AP
Life Apps
Life Status
Medical History
Medical Problems?
Medications
Occupation
OK2Email
Presentation
Referrals
Referred By
Smoker?
Spouse DOB
Spouse Name
Spouse Occupation
Surgeries
Usual Method of Contact
Weight

Hope this helps!
 
Other 1
Other 2
Other 3
Other 4 expanded text
Other 5 super expanded text
Other 6 just in case you need more space
 
In the senior market, you might want to add Date of Death.

I'm really not trying to make a joke, even though it's a pretty decent one.
 
A few custom fields I've made through the years are:

Ability: high, medium, low, zero, unknown - this is a field where I determine if they have wealth or cash flow or ability to buy things. Keeps me from marketing annuities or LTC to poor people or FE to wealthy people.

Dave Ramsey fan- checkbox. - they are presold on buying 10-times annual income in term life insurance. Buying LTC at age 60 but not before. Buying disability insurance. Etc. sell with the flow not against it.

Suzi Orman fan-( see above.) if Suzie's Saturday night show strongly recommends a certain product, you can have a mailer mail merged and headed to their mailbox Sunday morning.

Best time to reach- (self explanatory)

Nickname- keeps you from calling someone Robert over and over if they have told you to call them Bobby.
 
Back
Top