Training & Service Tags (4)

Advanced Custom Fields 

Learn how to create, manage, and analyze data from custom fields in our easy-to-use, no-code platform. 

Elevate your CRM experience by creating custom fields tailored to your unique business needs. From tracking specialized customer preferences to recording industry-specific metrics, custom CRM fields empower you to extract meaningful insights and drive targeted strategies for enhanced business success.

Our training equips you with the knowledge to effectively create and use custom fields, streamlining data capture and organization for your business. Personalize your CRM to gain efficiency and a competitive advantage.

What we'll cover

This training module includes two 1-hour sessions

01_glow In your first 1-hour training session

You will learn how to:
The different Custom Fields available to you
This includes a comprehensive walkthrough of which custom fields and custom field types are best suited for certain situations
Grouping and positioning Company and Contact Custom Fields
Updating, deleting, and adding color to current Custom Fields
Using Custom Fields with Activity Types
This includes automatic activity tracking and default settings
Using Calculation Fields
Using Scorecard Fields
Using Relationship Fields

 02_glow  In your second 1-hour training session

Your Custom Fields expert will provide:
Introduce Preview and Mandatory Fields
Troubleshoot any issues
Answer any additional questions

Price: Please talk to your Customer Success Advocate, or write to us here