Custom fields let you tailor Swivel to your unique business needs, helping you capture and organize the exact information that matters to you.
Below are some popular custom fields as well as where they are typically configured.
🔍 Tip: Remember, you can assign custom fields to All or specify specific objects such as only on Individuals vs. All Contacts.
Contact Custom Fields
Net Worth
Annual Income
Occupation
Medicaid Eligible
Veteran
Drivers License Number
Drivers License State
Drivers License Issue Date
Drivers License Expiration Date
Product Fields
Coverage Amount
CMS Code (or Plan Code)
Bonus
Rate