CRM Custom Fields
If you need to track specific details like birthdays, spouse names, or work history that aren't in the standard contact form, Custom Fields are the perfect solution! This allows you to tailor your CRM to your unique business needs. 🛠️✨
🛠️ Step-by-Step Setup
Access CRM: Click Contacts on your left-hand side navigation menu.
Manage Fields: Select the Manage Custom Fields button in the upper right-hand corner to open the dashboard.
Create a Section: Click the + Add Section button. This acts as a header for your new fields.
Name Your Section: Give the section a name (e.g., "Employer Information" or "Home Anniversary Details"). Press the green checkmark ✅ to save the name.
Add Your Fields: * Click the down arrow on your new section to expand it.
Select the Add Field button.
Fill in the details for the new field (e.g., "Company Name" or "Job Title").
Save: Press Save and Add to include the field in your section.
You can continue adding as many fields as you need to complete the section!
💡 Pro-Tip for Better Data
Grouping your custom fields into logical sections (like "Family Details" or "Preferred Vendors") makes it much faster for you to find that information later when you are on a call with a client.
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