SPOTIO’s Flexible Objects allow you to customize your data objects, including their Names, Fields, and Stages. This can help you make your SPOTIO account more closely match your sales process, standardize verbiage across your tech stack to promote ease of integration, and provides many possibilities for data organization and tracking. This article details how to create and customize data objects. 

Workflow

The Workflow section of Settings allows you to create and customize multiple objects, as well as define relationships between them, and determine a default object type when records are created.

To open the Workflow page, you will need to log in to the SPOTIO Web application as an Account Admin user. 

1. Click the Settings gear at the bottom of the page.
2. Choose Workflow from the options at the top.

Configure an existing object:

Inside of the Workflow page under What are you tracking?, click the blue gear icon on an object to edit the object's Fields and Stages.

On the Object Editor page, you can configure the active fields for your Data Object. You can use existing fields or create Custom Fields by dragging the tile labeled Custom to the list on the left of the screen.

The fields labeled Used For Name will be used for the displayed name of the record when it is viewed on the Map or in the List. For example, a company that sells primarily to Homeowners will use the First and Last Name of the Homeowner. For B2B sales teams, the name of the Company you are selling to is also a popular choice.

The field labeled "Used for Location and Mapping Tools" is used for an Address field. An address field is required to display a record on the Map or make it possible to add a record to a route. This also determines if visit activities logged on the record can be verified by location.

All other fields in this area are details that you would like included in this type of record such as Email, Phone, and any Custom Fields. We will cover how to configure custom fields below. 

Create a new object:

If your account has object management turned on, you have the ability to create multiple objects for your account.

On the Workflow page, Click Create New to create a new custom Data Object.

When you Create a New Object, you are required to name your Object, and decide if it will be a parent or a child of an existing object.

Use the Allow Autoplays toggle to define if an object can be enrolled into an Autoplay. NOTE: Multiple objects can be enabled for Autoplays at once.

Use the Enable in Lead Machine toggle to define if the object will be able to be added as a record from Lead Machine. NOTE: Only ONE object can be enabled for Lead Machine at a time.

If your account does not have autoplays or lead machine, you will have a blue box that appears for these toggles stating to please contact us to enable each feature. You can still create a new record type regardless.

Editing Data Objects:

You can edit the name, parent/child relationship, and allow Autoplays and Lead Machine for any Data Object by clicking the Configure icon next to the object name at the top of the screen. The Edit Record Type panel will appear on the right to make configurations. Hit Save when complete.

Configuring Info Layout

SPOTIO’s Layouts & Tabs Customization feature gives admins full control over how record details are displayed and navigated across both Web and Mobile. This allows for a more streamlined and efficient user experience.

To learn how to configure Layouts and Tab Order in settings—and see how they appear on Web and Mobile please check out the How to Configure Info Layout and Tab Order knowledge base article. 

Configuring Stages

In the main Workflow page for the object you are wanting to configure:

1. Tap the Gear icon on the Data Object to access.
2. Click Stages.

There are a couple of different options to configuring on this screen:

• Click the blue settings gear on the preferred stage tile to edit before hitting Save.
• Toggle on the Record Stage Types you would like to have present in your Pipeline - Active, Won, Lost by clicking the toggle in the appropriate Stage Type column.
• Rearrange your stages by dragging and dropping the tiles into the proper placement.
• Hover over the stage tile for the trash can icon to appear. You click the trash icon to remove the stage entirely.

If you have created a new object and are interested in building stages for your pipeline, please check out the Web App: Creating Custom Stages knowledge base article.

Configuring Fields

To configure fields for your Data Object, click on the blue Configure gear icon on the object you would like to configure from the Workflow main page. This will take you to the Fields tab.

There are a couple of different options to configuring on this screen:

• Click the blue Configure button for each field tile. Some default fields, like Company and Value, cannot be edited; however, all can be configured to require on Stages. For the fields that can be modified, make the appropriate adjustments and hit Save to complete.
• Drag your desired fields from the right of the page to their corresponding location on the left under Active Fields. A Custom tile can be added to create a new field.
• Drag and Drop the tiles in the preferred order under Active Fields. This layout will be the order in which these fields appear for the record. Used for Name can only contain 3 tiles max while Used for Location and Mapping Tools can only contain the Address tile.
• Click on the trash can icon to delete. For SPOTIO's default fields, you will have the option to Remove. This will place that tile to the right where you are able to make active again in the future if you choose. For account specific custom fields, you will be prompted to enter DELETE to confirm removal. This field will no longer be available for use. 

Once a custom field is created, Input Type cannot be configured.

If you have created a new object or you are interested in learning more, you can check out our Web App: Creating Custom Fields knowledge base article. 

Configuring Single Choice and Multi Choice Fields

If you choose a SingleChoice or MultiChoice field, you can configure the field by:

• modifying the title of the field.
• checking or unchecking the boxes under Additional Options.
• inputting different options under Choice Options. Add in additional options at any time by entering a title and hitting the plus icon or Enter on your keyboard.
• remove any options by hitting the X on the option.
• use the 3 lines to drag the tiles in the desired order. 
• requiring the field on a stage or stages by toggling on the switch for the appropriate stage(s).

Be sure to hit Save to confirm and complete choices.

Configuring Lead Machine Fields

If you have enabled Lead Machine for your company, you can drag and drop any field to display that data point in the Record.

For example, if you would like your team to see the Home Market Value of Records added from Lead Machine, you can drag the Home Market Value tile into the Active Fields section.

This also allows you to colorize records by the selected field.