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.