in CRMFrequently Asked Questions
Custom fields (Address, City, Project, etc..) can be defined by the contact. You can add any number of fileds and you can create them as inputs, dropdowns, radio buttons, text areas, etc..

To add a new field follow the steps below.

  • Go to the lists page and click on the manage fields button (in the upper left of the screen)
    KB-How-do-I-add-custom-fields-to-a-deal
  • Click the “Add” button near the bottom of the page
  • Choose your field type, name, and default value. (The field type cannot be updated in the future.)

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