Each Outreach project may use fifteen custom fields. Once created, custom fields appear as:

• Fields within company profiles
• Columns within the Tracker tab grid. Edit fields by double-clicking or typing directly into cells
• Columns within the Companies tab of the activity summary report (see Reports) 
• Dynamic fields in emails
• Dynamic fields in watermarking

  
How do I create a custom field for my Outreach Tracker?
 

To access a company's profile within a project:

  1   Go to the Tracker tab.

  2   Click the name of a company.

  3   Choose the Company Details tab. Custom Fields and their data for this company displays at the top under the Buyer Profile.