This article walks you through connecting Highrise Custom Fields to the Tracks Closing Date and Tracks Custom Fields.
The benefit of connecting these features is so that you can edit your deals in Highrise, saving you time switching between Tracks and Highrise to keep your sales pipeline up to date.
Once the features are connected, Tracks will sync with Highrise in the background. When you login to Tracks your sales pipeline will be up to date.
Note: you need to have the Tracks Auto Sync with Highrise enabled.
Let’s get started
This article explains how to connect a Highrise Custom Field to:
- The Tracks Closing Date
- A Tracks Custom Field called Sales Stages
- A Tracks Custom Field called Confidence
1. Highrise Custom Fields for Deals
Go to the Highrise Custom Fields for Deals page in Highrise. This is the URL to use:
2. Adding Custom Fields
In the Custom Fields page, add three Custom Fields called:
- Closing Date
- Sales Stages
It should look like this:
3. Adding Confidence Levels
Add your Confidence Levels as Pre-defined Values. When you sign up for a trial of Tracks, a Confidence Custom Field is created with five Confidence Levels (1%, 5%, 20%, 50% and 70%). We will use these in this article, but if you change them make sure the Confidence Levels in Tracks match the Pre-defined Values in Highrise.
Note – you don’t need to create a Pre-defined Value called “Unassigned”. This is for Tracks only.
To view your Confidence Custom Field in Tracks please go here: https://app.buildtracks.com/account/types/setup and select Confidence on the left hand side
4. Adding sales stages
Add the sales stages of your sales process as Pre-defined Values. We’ve added a few stages as an example, but you can add as many as you want.
5. Connecting the Closing Date
Login to Tracks and go to Custom Data settings
On the left hand side you will see an option for “Closing Date”. Click on “Connect”.
In the options within “Connect”, select Closing Date as the Custom Field, your date format preference and “Enable”. Note if your Custom Fields in Highrise are not displayed, go to “Setup” on the left hand navigation and sync your Custom Fields.
The date format represents the format that you and your team should enter dates into Highrise as i.e. mm/dd/yyyy. Note that if you select the written date format (e.g. 22 January 2016) we can only accept months in English.
Click on “Save settings” and your Closing Date in Tracks will now be connected to Highrise
6. Connecting Confidence
On the left hand side of the Custom Data settings page in Tracks you will see Confidence as an option. Click on this and then scroll down to “Connect to Highrise Custom Fields”.
Select “Confidence” and then press “Save settings”.
Your Tracks Confidence Custom Field is now connected to your Confidence Custom Field in Highrise.
7. Connect Sales Stage
If you have not already created a Custom Field in Tracks called “Sales Stages” then please do that now. You can do that be clicking on “Add+” on the left hand side of the Custom Data settings page. Add a group called “Sales Stages”.
Once the Sales Stages Custom Field has been created, you need to add Custom Field Values to the Custom Field. These Custom Field Values should be exactly the same as the Pre-defined Values you added in Highrise.
Once you have added your Custom Field Values to Tracks connect the Sales Stages Custom Field to Highrise (just like you did with Confidence).
Your Highrise Custom Fields are now connected to Tracks. When you edit a deal in Highrise, Tracks will update in the background. Similarly, if you update a deal in Tracks (like changing the Closing Date, Confidence Level or Sales Stages) then that change will be pushed to Highrise.
We’ve also put together some videos that go through he process above
PS – We are an independent company from Highrise and not related in any way