If you have additional fields on the prospect profile that you would like to track, you now have the ability to add as many custom fields, as you'd like!
To start, click on Global Settings and navigate to our 'Custom Fields' section.
Within Custom Fields, there are several sections including Deposit Types, Housing Contract Fields, Prospect Fields, Prospect Traits, and Referrer Traits.
In the Prospects Field, you can click 'New Prospect Field'.
Here, you can give this custom field a name.
Select the 'Field Type' (Amount, Date, Checkbox, Single Line Text, & Paragraph). This allows you to choose the actual format of this field.
Afterwards, click the blue 'Create Prospect Field' button. You will now see these prospect fields added to the Life Story tab when adding a prospect. Once added, you will see this show up under the Prospect Summary.