Custom Fields — Sierra Nevada Holdings

Create these fields in GHL Settings → Custom Fields. Order matters — create Contact fields first, then Opportunity fields.
Create BEFORE configuring the bot. The bot references these field keys in its prompts. If fields don't exist when the bot tries to save data, the data will be lost.

Contact Fields CONTACT

#Field Label (ES)Field KeyTypeBot PasoExample ValueCopy Key
1Presupuesto de inversión presupuesto_inversion Text Paso 2 "$155K–$200K USD (Santillana)"
2Plazo de inversión plazo_inversion Text Paso 3A "30–60 días"
3Motivación de inversión motivacion_inversion Text Paso 3B "Renta Airbnb"
4Proyecto recomendado proyecto_recomendado Text Paso 4 "Santillana del Mar"
5Agente asignado agente_asignado Text Paso 4 "Paola Andrea Mercado Gonzalez"
6Origen del lead lead_source Text — "Meta Ads", "Google Ads", "Instagram", "Referral"
7Idioma detectado idioma_detectado Text Paso 1 "ES" o "EN"

System Contact Fields SYSTEM

#Field Label (ES)Field KeyTypePurposeCopy Key
8Estado del bot bot_status Text Tracks bot lifecycle: qualifying / qualified / disqualified / nurture / human-handover
9Razón de descalificación disqualification_reason Text DQ type: presupuesto-bajo, perfil-incorrecto, sin-poder-decision, fuera-de-rango, ingresos-insuficientes
10Resumen de conversación bot_conversation_summary Text Area Full bot conversation summary for human handoff context
11Fecha de descalificación disqualification_date Date When the lead was disqualified (for reporting)
12Pixel event enviado pixel_event_sent Text "Yes" / "No" — tracks if conversion event was sent to ad platform

Opportunity Fields OPPORTUNITY

#Field Label (ES)Field KeyTypePurposeCopy Key
1Fecha de entrada al stage stage_entered_date Date Track pipeline velocity per stage
2Razón de descalificación disqualification_reason Text Why the deal was lost (copied from contact field)
3Monto de propuesta proposal_value Number Proposal/projected deal amount for forecasting
4Fecha esperada de cierre expected_close_date Date Forecasting timeline
5Origen del deal deal_source Text Attribution: "bot", "manual", "referral"
6Resumen del bot bot_summary Text Area Bot conversation context for the opportunity
Order: Create all 12 Contact fields first (GHL Settings → Custom Fields → Contact). Then create all 6 Opportunity fields (GHL Settings → Custom Fields → Opportunity). Use the exact field keys shown above — the bot references these by key, not label. GHL auto-generates the key from the label, so verify after creation.

Sierra Nevada Holdings · Custom Fields Table · hl-subaccount-config-v1