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

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