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CRM default contact fields

Contact properties store information about a contact that you work with, such as their name, or the last time you reached out to them. Default properties are created in each contact to store important information. Some of the properties, such as the last engagement date, are automatically populated.

Field extensions

Beyond the default fields listed below, your CRM may include additional contact fields depending on:

  • Product integrations - Different Vendasta products may add specialized contact fields
  • Third-party integrations - Connected services (email platforms, social media, advertising tools) can extend available fields
  • Custom field configurations - Your organization may have added custom contact fields
  • Feature enablements - Certain features enable additional data fields when activated
  • API integrations - External systems connected via API may contribute additional contact properties

The fields shown here represent the core default set available to all accounts.

Basic contact information​

  1. First name: The given or first name of the contact
  2. Last name: The family or last name of the contact
  3. Email: The primary email address of the contact used for communication and identification
  4. Phone number: The contact's primary phone number for voice communication
  5. Additional phone number: A secondary phone number for the contact
  6. Job title: The position or job title of the contact within their organization
  7. Role: Role of the contact
  8. Seniority: The level of seniority or authority of the contact within their organization
  9. LinkedIn URL: The URL of the contact's LinkedIn profile for professional networking
  10. Primary company: The primary company record associated with the contact in the CRM
  11. Company website: Name of the contact's company website (may be set independently from associated company)

Personal information & preferences​

  1. Birthday: The contact's birth date
  2. Birth year: The birth year of the contact
  3. Gender: Gender of the contact (e.g., 'male', 'female', 'other')
  4. Timezone: Timezone of the contact (e.g., 'America/New_York')
  5. Interests: Contact's interests (e.g., 'Hiking', 'Skiing', 'Cooking', 'Paintball')
  6. Skills: Contact's professional skills and expertise (e.g., 'Java', 'Python', 'Javascript')
  7. Message: Message sent from contact, commonly input by the contact on intake forms

Address information​

  1. Street address line 1: First line of the contact's physical street address
  2. Street address line 2: Second line of the contact's physical street address
  3. City/locality: City or locality of the contact's primary location
  4. State/province/region: State, province, or region of the contact's primary location
  5. Zip/postal code: Zip or postal code of the contact's primary location
  6. Country: The country where the contact is located

Lead management & scoring​

  1. Lifecycle stage: Lifecycle stage of the contact (e.g., 'Lead')
  2. Lead score: The calculated lead score of the contact based on engagement and behavior
  3. Lead quality: The calculated lead quality of the contact
  4. Tags: User-defined keywords or labels that can be used to categorize contacts

Activity & engagement tracking​

  1. Last activity date: The date of the last recorded activity associated with the contact
  2. Last engagement date: The date of the last engagement from the contact
  3. Last contact date: Date of last contact with the contact
  4. Next task ID: The unique identifier of the next task assigned to the contact
  5. Next task due date: Date indicating when the next task of the contact is due for completion

Email campaign tracking​

  1. Last campaign email sent date: Last campaign email sent for the contact
  2. Last campaign email sent name: Name of last campaign email sent for the contact
  3. Last campaign email open date: Last campaign email opened by the contact
  4. Last campaign email clicked date: Last campaign email clicked by the contact
  5. Last campaign email bounced date: Last campaign email bounced for the contact
  6. Last campaign email dropped date: Last campaign email dropped date for the contact

Sales email tracking​

  1. Last sales email sent date: Date of last sales email sent by salesperson to the contact
  2. Last sales email received date: Date of last sales email sent by the contact to salesperson

SMS campaign tracking​

  1. Last campaign SMS sent date: Last campaign SMS sent to the contact
  2. Last campaign SMS sent name: Name of last campaign SMS sent to the contact
  3. Last campaign SMS delivered date: Last campaign SMS delivered date for the contact
  4. Last campaign SMS undelivered date: Date when SMS failed to be delivered to the contact
  5. Last campaign SMS failed date: Date when SMS failed to send to the contact

Consent & privacy management​

  1. Marketing email consent: The current status for the contact's marketing email consent
  2. Marketing email consent timestamp: The timestamp when the marketing email consent was last updated
  3. Marketing email consent source: The source or method that updated the marketing email consent field
  4. SMS consent: The current status for the contact's SMS marketing consent
  5. SMS consent timestamp: The timestamp in which the SMS consent was updated
  6. SMS consent source: The source or method that updated the SMS consent field

Attribution & source tracking​

  1. Record source: Name of the app or external system that created the contact (e.g., 'Salesforce', 'Hubspot', 'Gmail')
  2. Record source drill down 1: Record source drill down level 1 of the contact
  3. Record source drill down 2: Record source drill down level 2 of the contact
  4. Original source: Lead attribution original source of the contact
  5. Original source drill down 1: Lead attribution original source drill down level 1
  6. Original source drill down 2: Lead attribution original source drill down level 2

UTM & campaign attribution​

  1. UTM campaign: The campaign of the UTM parameters for the contact
  2. UTM medium: The medium of the UTM parameters for the contact (e.g., 'cpc', 'email', 'social', 'organic', 'referral', 'affiliate', 'display', 'video', 'audio', 'sms', 'direct', 'other')
  3. UTM source: The source of the UTM parameters for the contact
  4. UTM content: The content of the UTM parameters for the contact
  5. UTM term: The term of the UTM parameters for the contact (e.g., 'running+shoes', 'black+friday+sale', etc.)

Click tracking IDs​

  1. GCLID: Google click ID used to create the contact
  2. FBCLID: Facebook click ID used to create the contact
  3. MSCLKID: Microsoft click ID used to create the contact

System fields​

  1. ID: Unique identifier assigned to each contact
  2. External ID: An identifier used by external systems or databases to reference the contact
  3. Updated date: The date when the contact record was last updated
  4. Created date: The date when the contact record was created

Platform-specific information (Partner Center only)​

  1. Platform SSC contact IDs: Identifies the SSC contact, which may be associated with zero or more account groups
  2. Platform user ID: Identifier for contact's underlying IAM user
  3. Salesperson: The salesperson in the platform
  4. Additional salespeople: Additional salespeople in the platform
Viewing all available fields

To see the complete list of contact fields available in your specific CRM instance, navigate to any contact record and click the View all properties or More fields option. This will show both default and integration-specific fields enabled for your account.