📊 Goozone — 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 | Business Name / Store Name | company_name | Text | Phase 0B / Paso 4 | "Aisha's Jewelry" |
| 2 | Business Type | business_type | Single Select | Paso 1 | DM Merchant / Physical Store / First-timer / Other |
| 3 | Biggest Challenge | biggest_challenge | Single Select | Paso 2 | Delivery / Technology / Cost / Customers / Time / Other |
| 4 | Store Details | store_details | Text Area | Paso 2B | "I run a clothing boutique in San Fernando. Customers ask about delivery." |
| 5 | Goozone Fit Assessment | goozone_fit | Single Select | Paso 3 | Yes / Need More Info / Not Right Now |
| 6 | Product 1 Name | product_1_name | Text | Paso 5 | "Handmade Beaded Necklace" |
| 7 | Product 1 Price | product_1_price | Number | Paso 5 | 150 |
| 8 | Product 1 Photo | product_1_photo | File | Paso 5 | URL to uploaded image |
| 9 | Product 2 Name | product_2_name | Text | Paso 5 | "Silver Hoop Earrings" |
| 10 | Product 2 Price | product_2_price | Number | Paso 5 | 80 |
| 11 | Product 2 Photo | product_2_photo | File | Paso 5 | URL to uploaded image |
| 12 | Product 3 Name | product_3_name | Text | Paso 5 | "Leather Bracelet" |
| 13 | Product 3 Price | product_3_price | Number | Paso 5 | 65 |
| 14 | Product 3 Photo | product_3_photo | File | Paso 5 | URL to uploaded image |
| 15 | Support Question | support_question | Text Area | Paso 6 | "How do I share my store on Instagram?" |
| 16 | Upgrade Readiness | upgrade_readiness | Single Select | Paso 7 | Ready / Tell Me More / Not Yet / No Thanks |
🔧 System Contact Fields
| # | Field Label | Field Key | Type | Purpose |
|---|
| 17 | Bot Status | bot_status | Text | Current bot phase the contact is in |
| 18 | Disqualification Reason | disqualification_reason | Text | Why the lead was disqualified (if applicable) |
| 19 | Bot Conversation Summary | bot_conversation_summary | Text Area | Summary of bot interaction for human handoff |
📈 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 (Basic = 500, Pro = 1300) |
| 4 | Expected Close Date | expected_close_date | Date | Forecasting upgrade date |
| 5 | Deal Source | deal_source | Text | Attribution (TikTok, Meta, Walk-in, Referral) |
| 6 | Bot Summary | bot_conversation_summary | Text Area | Context for human agent on handoff |
⏱ Recommended Field Creation Order:
1. Batch 1 — Contact Info: company_name, business_type, biggest_challenge, store_details, goozone_fit
2. Batch 2 — Product Fields: product_1_name through product_3_photo (6 fields)
3. Batch 3 — Support & Upgrade: support_question, upgrade_readiness
4. Batch 4 — System Fields: bot_status, disqualification_reason, bot_conversation_summary
5. Batch 5 — Opportunity Fields: All 6 opportunity fields