01 Custom fields
Unlimited per workspace
From cold import to closed deal, BoldReach tracks every account (and the contacts inside it) with flexible custom fields, tag-based segmentation, and a Lead Pool where unassigned leads can be claimed by any rep. Standard Account / Contact / Deal / Lead vocabulary — anyone arriving from Salesforce or HubSpot recognises the model immediately.
Custom fields aren't just dropdowns. Set a field to show only when another field has a specific value (State Board Name appears only when Board = STATE). Per-field max length, min/max range, options-removal warnings. The dependency graph is cycle-detected at save time so you can't make A depend on B that depends on A.
Reps arriving from Salesforce or HubSpot don't need a glossary. Account = the org being sold to. Contact = a person at that org. Deal = a sales opportunity. Lead = an account in early pipeline stages. Per-workspace labels override the default — SCHOOL workspaces show "Schools", FACTORY shows "Factories", but the model is the same.
New inbound leads land in a Lead Pool. Any rep with permission can claim them. Round-robin and rule-based assignment also available. Smart deduplication catches "Sharma Hardware" vs "Sharma Hardware Ltd" before the second contact gets created.