📊 Factronics USA — Custom Fields
Create these fields in GHL Settings → Custom Fields. Order matters — follow the sequence below.
📇 Contact Fields
| # | Field Label | Field Key | Type | Bot Paso | Example Value |
|---|
| 1 | Company Name | company_name | Text | Phase 0 / Paso 1 | "Miami Bakery Inc." |
| 2 | Role / Job Title | role | Text | Paso 1 | "Owner" |
| 3 | Industry | industry | Text | Paso 2 | "Food & Beverage" |
| 4 | Product Type | product_type | Text | Paso 3 | "Bakery goods, pastries" |
| 5 | Bakery Specialty Flag | bakery_specialty | Boolean | Paso 3 | true |
| 6 | Current Coding Method | current_method | Text | Paso 4 | "Manual hand stamps" |
| 7 | Main Challenge / Pain Point | pain_point | Text | Paso 5 | "FDA compliance" |
| 8 | Timeline | timeline | Text | Paso 6 | "Next 1-3 months" |
| 9 | Decision Authority | decision_authority | Text | Paso 7 | "I make the decision" |
| 10 | Info Confirmed | info_confirmed | Boolean | Paso 8 | true |
| 11 | Demo Requested | demo_requested | Boolean | Paso 9 | true |
| 12 | Bot Status | bot_status | Text | System | "Qualifying" |
| 13 | Disqualification Reason | disqualification_reason | Text | System | "TIPO B - Wrong audience" |
| 14 | Bot Conversation Summary | bot_conversation_summary | Text Area | System | "Lead from Miami Bakery. Food industry. Manual coding. Needs FDA compliance. Decision maker. Demo van visit scheduled." |
📈 Opportunity Fields
| # | Field Label | Field Key | Type | Purpose |
|---|
| 1 | Stage Entered Date | pipeline_stage_entered | Date | Track pipeline velocity |
| 2 | Disqualification Reason | disqualification_reason | Text | Why lead was lost |
| 3 | Proposal Amount | proposal_value | Number | Deal value tracking |
| 4 | Expected Close Date | expected_close_date | Date | Forecasting |
| 5 | Deal Source | deal_source | Text | Attribution |
| 6 | Bot Summary | bot_conversation_summary | Text Area | Context for human agent |
⏱ Recommended Field Creation Order:
1. Batch 1 — Contact Info: Company Name, Role, Industry, Product Type
2. Batch 2 — Bot Qualification: Bakery Specialty, Current Method, Pain Point, Timeline, Decision Authority
3. Batch 3 — Bot System: Info Confirmed, Demo Requested, Bot Status, Disqualification Reason, Bot Conversation Summary
4. Batch 4 — Opportunity: All 6 opportunity fields