Hatchbuck knows your business isn't one size fits all, we let you customize different portions of the database and really 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


Contact Status

Edit contact status names, follow up frequency and general status bucket


Company Status

Edit company status names and general status bucket



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



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




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

Contact Temperature 

Edit contact temperature

Deal Lost Reasons

  • Edit the reasons for deals lost
  • Deal lost reasons feed into sales reports for better insight