Creating Custom Fields

While standard fields cover names and emails, Custom Fields let you track industry-specific data like "Pet Name", "Property Value", or "Anniversary Date".

Step 1: Navigate to Custom Fields

Go to Settings > Custom Fields. Click Add Field.

Step 2: Choose Field Type

Select the type of data you want to collect. Options include Text, Number, Date, Dropdown, Checkbox, and File Upload.

Step 3: Name and Organize

Give the field a descriptive name and assign it to a folder (like "Additional Info"). Once saved, this field will be available in the CRM, forms, and workflows.

Related Articles