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. 

1. Click Contacts from your left hand side navigation menu. This will take you to your CRM Dashboard.
   

1. Select the Manage Custom Fields button from the upper right hand corner to open the custom field dashboard
   
2. Select the +Add Section button to create a new section in your CRM for you to house custom fields under.
   
3. Give that new section a name by pressing the edit pencil. An example of this would be if I wanted to track Employer Information in my CRM. I can title this section "Employer Information" and then create the fields that I want to track under that section. Press the green checkmark and that section will be created.
   
4. Once the section has been created, you can then create the custom fields you want to appear in there. 
5. Click the down arrow to add the fields that you want to appear in this new section
6. Select the Add Field button and fill in the needed information for that new field. 
   
7. Press Save and Add to add that new custom field to your new section.
   
8. Keep adding fields until you are done.
   

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