ADMIN: Company Custom Fields CRM

ADMIN: Company Custom Fields CRM

🏗️ Creating CRM Custom Fields

As an Admin, you can create custom fields that appear within the CRM system for the entire company. These fields will be located under the Contact Details section of a contact’s CRM entry.


➕ How to Create CRM Custom Fields

  1. Select Contacts  from the left-hand side menu.

  2. Select the Manage Custom Fields ⚙️ button in the upper right.

  3. A screen will pull out; select Company-wide Defaults to create custom sections and fields that every agent in the brokerage will see.

  4. Add a Section: Click the ➕ Add Section button. This creates a new section below.

  5. Name the Section: Type the name of your new section (e.g., "Client Preferences"), and press the green checkmark ✅.

  6. Add Your Fields: Within that section, click the down button and then Add Field

  7. Configure the Field:

    • Title: Give the field a clear title.

    • Type: Select the input type (text, dropdown, date, etc.).

    • Requirements: Mark if it is a Required Field 🚩.

    • Validation: Set any validation rules or a maximum number of characters for that field.

  8. Press Save and Add. Your new field will now appear under that section

Once saved, this Group and its individual Fields will automatically populate in every Contact or Lead entry for your agents to utilize.



NOTE: Agents are able to create their own custom fields that will appear in their own CRM. If you create a custom field through the Company Custom Fields setting, it will populate throughout all of the agent’s CRMs for them to use.

    • Related Articles

    • ADMIN: Creating Custom Fields for the Company Roster

      ? Creating User Custom Fields As an Admin, you can add custom data fields to your Company Roster. This is perfect for tracking extra details like emergency contacts, shirt sizes, or anniversary dates. ? Create a Field Group First, you need a ...

    • ADMIN: Office Location Custom Fields

      ?️ Adding Office Custom Fields If you need to track specific information for your office locations that isn't included by default, you can create your own Custom Fields. ? Create a Field Group First, you'll need to create a "Group" to house your ...

    • CRM Custom Fields

      Need to include additional information for your contacts? Easy! You can add custom contact fields that will allow you to add additional information into your CRM. Click Contacts from your left hand side navigation menu. This will take you to your CRM ...

    • Admin Session: ClientBAY Dashboard Operations and CRM Overview

      Congratulations on completing your First Manager Training. Here is the checklist that we suggest you should complete before we move on to the next session. As always, let us know if you have any questions! In Your User Management Tab Upload Agent ...

    • Your NEW ClientBAY CRM

      Your ClientBAY CRM just had a MAJOR upgrade! What is new and improved?! Read below to find out! YOUR NEW CRM DASHBOARD We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard. ...