Feature Overview

The Field Management feature allows you to configure and manage fields for your opportunities, accounts, and contacts within GTM Engine. This powerful functionality gives you control over what data is tracked, how it's organized, and how it syncs with your CRM. GTM Engine uses three distinct field types to balance manual input with automated intelligence, ensuring your data remains accurate without burdening your sales team.

Benefits to the User

• Reduce Manual Data Entry: Leverage AI-powered fields that automatically update based on contact research and analysis
• Customize Your Experience: Add, modify, or remove fields to align with your specific sales process
• Maintain CRM Synchronization: Keep your GTM Engine and CRM data in perfect harmony
• Gain Deeper Insights: Track exactly what matters to your team with customized field configurations
• Improve Data Quality: Combine human intelligence with AI analysis for more reliable information

Accessing the Feature

1. Log into your GTM Engine account
2. Navigate to the Settings menu
3. Select the Fields page
4. You'll see tabs for managing fields across three entity types: Opportunities, Accounts, and Contacts

Step-by-Step Usage Guide

Understanding Field Types

GTM Engine organizes fields into three categories:

1. Standard Manual Fields
   • Filled out by humans (sales reps)
   • Included in AI analysis
   • Can be imported and synced from your CRM
2. GTM Engine AI Fields
   • Automatically updated when new contact research is added
   • Powered by GTM Engine's intelligence
3. GTM Engine Analysis Fields
   • Automatically updated by GTM Engine
   • Analyze and synthesize data from both Standard and AI fields
   • Update when underlying fields change

Navigating Between Entity Types

To manage fields for different entity types:

1. Click the appropriate tab at the top of the Fields page:
   • Opportunities
   • Accounts
   • Contacts

Finding Specific Fields

To quickly locate fields:

1. Use the search bar at the top of the page
2. Type the name of the field you're looking for
3. Results will filter in real-time

Adding New Fields

To add a new field:

1. Identify which field type you want to add (Standard Manual, GTM Engine AI, or GTM Engine Analysis)
2. Click the Add Fields button next to the appropriate section
3. Complete the required information:
   • Field name
   • Data type (typically text)
   • CRM field mapping (if applicable)
   • Whether the field should be locked (read-only) or editable
   • Description

Managing Existing Fields

Click on each field to display it’s details:

• Field name
• Associated CRM field mapping
• Brief description
• Data type
• Lock status (editable or read-only)

To modify a field's editable status:

1. Locate the field you want to modify
2. Toggle the Locked checkbox to make it read-only or editable

To delete a field:

1. Find the field you want to remove
2. Click the trash can icon next to the field

Tips and Best Practices

• Start with Essential Fields: Begin by configuring only the most critical fields for your sales process to avoid overwhelming your team
• Leverage AI Fields: Maximize the value of GTM Engine by utilizing AI fields that automatically capture and analyze information
• Maintain CRM Alignment: When adding custom fields, ensure they map correctly to your CRM to maintain data consistency
• Review Field Permissions: Carefully consider which fields should be locked (read-only) versus editable to maintain data integrity
• Use Clear Descriptions: Add helpful descriptions to custom fields to ensure your team understands their purpose
• Regular Audits: Periodically review your field configuration to remove unused fields and add new ones that support your evolving sales process

By properly configuring your fields in GTM Engine, you transform your CRM from a passive reporting tool into an active system that supports real selling. This reduces the administrative burden on your sales team, giving them back valuable selling time while still maintaining accurate, comprehensive data for forecasting and pipeline visibility.