Fields

Use default and custom fields on an account to add and view additional data about accounts

Default Fields

Pylon auto-populates a set of useful default fields on accounts that can be used to create views and power workflows.

• Last Customer Activity

  • The last time this customer sent you any communication.

  • Use this to identify customers you haven't interacted with recently.

• Last Broadcast Sent

  • The last time a broadcast was sent to this customer.

  • Use this to track the last time you've sent outbound messaging to the customer.

• Customers in Channel

  • The number of customer users in a channel.

  • Use this to identify channels with few/no people to make sure you are multithreaded within the account.

• Issue Count (90d)

  • The number of issues this customer raised in the last 90 days.

  • Use this to get a quick indicator on how much communication and support volume you have with this customer.

Default fields and custom fields are available to sync back into your CRM, like:

Custom Fields

Account Custom Fields allow you to extend the core Account object in Pylon to add fields that are relevant to your business. These fields can be written in manually, via. API, synced from the CRM, or autofilled with AI.