CRM Field Settings
CRM Field Settings is where you choose which fields Outdoo AI pulls in from your CRM for accounts and opportunities. The fields you enable become available in Outdoo AI for filtering, reporting, and deal views, so it is worth being deliberate rather than enabling everything.
To open it, go to your CRM's page under Company Settings > CRM (for example, Company Settings > CRM > Salesforce) and click Configure. The button appears once the CRM is connected. The page always opens for one CRM (Salesforce, HubSpot, or Pipedrive), and the page title shows which one you are editing.
Account and Opportunity
The page has two tabs:
- Account: fields on the company or account record.
- Opportunity: fields on the deal or opportunity record.
Each tab has its own selection. Click Save Changes before you switch tabs or leave the page, because unsaved changes are lost.
How fields are listed
Within each tab, Outdoo AI lists your CRM's standard fields first, then your custom fields underneath. Standard fields are always synced and can't be turned off. Hover over one to see the note that it is required by your CRM.
Use the toggle on a custom field to enable or disable it. To narrow the list, switch between All, Enabled, and Disabled, or type in the Search by name or type... box. When you are done, click Save Changes, or Cancel to discard your edits. Anything you leave disabled stays in your CRM and is not pulled across.
Choosing what to sync
A few guidelines that save cleanup later:
- Start with the fields your team already filters and reports on, such as stage, amount, close date, owner, industry, and region.
- Add custom fields only when something in Outdoo AI depends on them, such as a deal board filter or a report grouping.
- Skip free-text notes fields. They rarely give useful filters and they make records heavier to sync.
- Revisit the list when your CRM schema changes. New custom fields are not enabled automatically.
After you change the selection
Field selection affects data pulled from that point forward. Adding a field does not fill it in on records that were already synced, so give the next sync cycle time to fill it in before assuming something is broken.
If a field you expect is missing from the list entirely, check that the connected CRM user has read permission for it. Outdoo AI can only offer fields that the authenticated CRM account can see.
Hope this article was helpful. For any queries, please write to support@outdoo.ai