How to Create Custom Columns

Creating custom columns in nReach allows you to organize and manage your data more efficiently. It also provides a way to enrich (or "enReach") your data by adding columns from other data sources, such as another CRM or existing information you’ve collected. Examples of custom columns you could add include: whether a contact is on a specific exchange, the type of lead or customer, and more. If you’re looking to create a lifecycle stage column, note that it already exists in nReach. This built-in column is editable and connected to reports and pipeline views, so we recommend editing the existing one instead of creating a new one. This guide will walk you through the steps to set up and utilize your own custom columns effectively.

Why Create Custom Columns?

Custom columns help you:

• Track specific information relevant to your workflow.
• Customize data fields to match your business needs.
• Improve team collaboration by standardizing data management.

Step 1: Navigate to Customer Engagement

1. Go to the Customer Engagement section in nReach.
2. Select either the Contacts or Companies tab, depending on where you want to add the new column.

Step 2: Create a New Column

1. Click the “+” button.
2. Enter a name for your new column.

Step 3: Select the Column Type

Choose the format that best suits your data needs. Available column types include:

• Text: For freeform text entries.
• Number: For numeric data.
• Dropdown: For predefined options.
• Checkbox: For binary choices (e.g., Yes/No).
• Date: For date-specific data.
• URL: For links or web addresses.

Step 4: Save and Apply

1. Click Create to finalize the column.
2. Refresh the page (note: this is a known bug and will be addressed in an upcoming update).
3. Use the Go to search bar to find your column by name.
4. You may have to refresh to see the new column.

Your new column is now ready to use!

Best Practices for Custom Columns

• Name Columns Clearly: Use descriptive names to make it easy for you and your team to understand their purpose.
• Standardize Across Teams: Agree on a consistent format for shared columns to improve collaboration.
• Review Regularly: Ensure your columns remain relevant to your evolving workflow.

Additional Tips

For more insights and best practices on maximizing your data management in nReach, check out our blog. We share actionable tips to help you improve your results.

Need Help?

If you have further questions or need assistance, feel free to reach out to our dedicated Customer Success team. We’re here to help you make the most of your campaigns!