Hatchbuck knows your business isn't one size fits all! Customize your database to make our software fit YOUR needs.
Contact Scoring
- Select time period to determine contact score (7 days, 30 days, 90 days)
- Edit point values for each activity
Learn more about Contact Scoring.
Contact Status
Edit contact status names, follow up frequency and general status bucket
Learn more about Contact Statuses.
Company Status
Edit company status names and general status bucket
Learn more about associated companies.
Deal Stages
Edit name of your deal stages, general status bucket and default close probability
Tags
- Create new tags [+ New Tag]
- Delete old tags [click the x and remove]
- Edit current tags [double click into any tag pill to edit and save]
Lead Sources
Edit your lead sources, you can select a lead source upon import or you can manually change or edit per contact
Learn more about Lead Sources.
Custom Fields
Edit custom fields for your contacts, companies and deals
- Custom Field types include Single Line Text, Dropdown, Date, Date and Time, Paragraph & Numeric
Learn more about Custom Fields.
Events
Create new or edit previous events
- Events are great for tracking webinars, Birthdays, Renewal Dates & more
- You can tie events to event based campaigns and schedule your emails before and after a particular event.
Products
Edit products and product categories
Learn more about Products and Purchases.
Contact Temperature
Edit contact temperature
Deal Lost Reasons
- Edit the reasons for deals lost
- Deal lost reasons feed into sales reports for better insight
