Custom Fields

Great news! We've added custom fields to your CRM, allowing you to store important data about your leads and prospects. You can now create unique fields to capture the specific information you need, such as contact preferences, buying intent, or any other relevant details. This update provides greater flexibility, improved data management, and a streamlined workflow for your lead tracking.

Managing your own custom fields are available at the Premium level and can be updated in your business center at "Design" -> "Custom Fields". You can then add each field to any of your prospects in the people manager. There are some system fields that are available to everyone to use in the people manager.

Try it out today and let us know what you think!