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How to Record Employee Numbers for Leads and Customers

Easily record and manage employee numbers for leads and customers using List, Value, or Custom List Options

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Written by Chris Smith

📊 Tracking employee numbers for your leads and customers just got a whole lot easier! With three flexible options for recording and storing this data, you can configure the system to match your business needs seamlessly. Let’s dive into how it works.

Why Record Employee Numbers?

Employee numbers provide valuable insights into the size of a company, which can help with segmentation, personalised communication, and better decision-making. In your system, these numbers can be set company-wide in three different formats.

Setting the Employee Number Type

To get started, head to Settings ➡️ Company Setup, and look for the Employee Number Type setting. You can choose from three formats:

1. List Options

  • Choose from predefined ranges (e.g., 1–10, 11–50, etc.).

  • Quick and straightforward for standardised reporting.

2. Value

  • Input specific numbers for each record.

  • Ideal for precise data entry where exact numbers are crucial.

3. Custom List Options

  • Create your own ranges tailored to your business needs.

  • Greater flexibility to match your segmentation strategy.

Using Custom Employee Ranges

If you select Custom List Options, you’ll notice a link directing you to define your own ranges. Alternatively, you can access this directly via Settings ➡️ Custom Employee Ranges.

Adding, Editing, and Deleting Ranges

  • Add new ranges: Ensure they’re logical and meet your reporting requirements.

  • Edit or delete existing ranges: Handle with care! Overlapping ranges or gaps between them aren’t allowed.

  • Example: If you define ranges as 1–10 and 11–50, ensure there’s no overlap or gap between 10 and 11.

Switching to Custom List Options? Here’s What You Need to Know

Transitioning from List or Value formats to Custom List Options comes with an extra step:

  1. In the Customer/Lead Data Import file, Update the Employee Range column in the file with your newly created Custom List options.

  2. Use the Data Manager to upload the updated file and upsert the data for your leads and customers.

This ensures all existing records align perfectly with your custom ranges, as updating the Employee Number Type alone does not automatically update the data in existing records.

❇️ Tip: For more details on how to properly update or insert data, refer to the Data Manager Article on when to Upsert or Insert Data.

Pro Tips for Success 💡

✅ Review your needs before picking an option—what fits your reporting and segmentation goals?
✅ Double-check custom ranges to avoid overlaps or gaps.
✅ Validate your import file when switching to Custom List Options for error-free uploads.

By understanding and configuring your Employee Number Type settings, you’ll gain cleaner, more organised data for leads and customers.

Ready to give it a try? Head to your Settings and start customising today!

Let us know if you have questions—we’re here to help! 🤝

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