Introducing Calculated Fields: Instantly Automate Contact Data & Lead Scoring in SalesEdge.io
Introducing Calculated Fields: Instantly Automate Contact Data & Lead Scoring in SalesEdge.io
We’re excited to share a new feature that will save you time and make your contact management even smarter: Calculated Fields are here in private beta on SalesEdge.io!
Now you can create custom fields that automatically update themselves—no more repetitive manual edits or worrying about whether your data is current. Set up a formula once, and let SalesEdge.io do the work for you. Whether you need to score leads, measure time since a client was last contacted, track days until contract renewal, or ensure your information is always consistent, calculated fields have you covered.
- New “Calculated” Custom Field Type: Easily create fields whose values are automatically determined based on other contact details.
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Flexible Calculation Options:
- Custom formula: Build your own equations to fit your processes.
- Time between: Measure the difference between two dates, such as first and last session.
- Time since: Track how long it’s been since a key event, like a purchase or message.
- Time until: Countdown to important dates, such as an upcoming renewal or appointment.
- Multiple Output Types: Your calculated fields can output numbers, true/false statements, text, dates, or date-times.
- Number Formatting: Show results as plain numbers, currency, percentages, or even durations (e.g., “3 hrs 9 mins”) to fit your business needs.
- Rich Function Library: Use built-in math, text, date, and logic functions like SUM, AVERAGE, IF, CONCAT, YEAR, and more—giving you powerful options without complexity.
- Test Before You Save: Preview your calculations with real sample data. If something isn’t working, you’ll get clear error messages to help you fix it fast.
- Always Accurate, Always Updated: Calculated fields update instantly as underlying data changes. These fields are read-only, so you’re protected from accidental changes or overwrites.
- Available Across Contacts, Opportunities, and Custom Objects: Build calculated fields exactly where you need them most.
- Use Calculated Fields Across Your CRM: Add them to your smart lists, use them as filters (except for “time since” and “time until,” which function as list columns), and trigger actions in your workflows.
Calculated Fields in SalesEdge.io make it easy to automate data updates, strengthen your lead tracking, and create reliable, actionable info throughout your CRM—all with just a few clicks.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
