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In Routera, you can assign users to the following object types:
  • Contacts
  • Companies
  • Deals
  • Tickets
You can also create custom data fields to store additional information. The available data field types are:
  • Single-line text
  • Number
  • Single checkbox (yes/no)
  • Dropdown
  • Date
  • User
If you’ve connected a HubSpot account, creating a User field will create an owner field in HubSpot.

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Creating a Data Field

  1. Go to Settings and open the Data Fields tab.
  2. Click Create Field.
  3. In the Object Type dropdown, select the object you want to create the field for.
  4. Enter a name in the Field Label text field. (Optionally, set a specific internal name.)
  5. Select the Field Type.
  6. Click Create Field to finish.
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Your new field will appear in the field list once created.

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Updating a Data Field

  1. Go to Settings and open the Data Fields tab.
  2. Select the object type (e.g., Contacts) from the dropdown.
  3. Find the field you want to update and click its name.
  4. Make your changes, then click Save.

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Deleting a Data Field

  1. Go to Settings and open the Data Fields tab.
  2. Select the object type (e.g., Contacts) from the dropdown.
  3. Locate the field you want to delete in the list.
  4. Select the field, click Delete, and confirm.
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Your field has been deleted successfully.
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