ADMIN: Company Custom Fields CRM

ADMIN: Company Custom Fields CRM

As Admin, you have the ability to create custom fields that you want to appear within the CRM system. These fields will appear under the Contact Details section of a contacts CRM entry.

To Create Custom Fields 
  1. Select Contacts from the left hand side menu.
  2. Select the Manage Custom Fields button in the upper right. This will pull out a screen where you can select Company-wide Defaults to create custom sections and fields for all of your brokerages agents to see in their CRMS.
  3. Select the Add Section button. This will create a new section below where you can click the blue edit button and give that new section a name. Then press the Green checkmark and that section will then be created and you can start adding the needed fields to that section by pressing +Add Field.
  4. When you are adding a field, you can give the field a Name, select the Type, if it is required, any validation rule that you want the field to have as well as if there is a maximum number of characters for that field.
  5. Press Save and Add and that field will then appear under your new section..
This Group with it's fields will then populate in the Contact or Leads entry for your Agent's 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.

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