Filter by Custom Fields

Written By Bekkie Wetz (Super Administrator)

Updated at October 28th, 2021

You have the capability to add your own custom fields in the OnDemand. This will provide you with the opportunity to add more context to your searches, so you can find the most important calls to coach.
These fields will also be exposed in your Team Insights reporting Suite. You will be able to sort analytics and statistics based on the Outcome and Disposition or any other custom field in your CRM. 🚀
Adding custom fields feature is available for Salesforce, Outreach, Salesloft customers. If you would like to add custom fields to your platform, do not hesitate to contact your CSM Manager or our Support team! 🚀