Adding a custom field
With custom fields, you can add new fields as per your requirements to deals, contacts and organisations. Learn more about custom fields.
Adding new custom fields
- Navigate to CRM application
- Click on settings on the right top (Ref 1)
- Click on Custom fields tab (Ref 2)
- In deals, contacts and companies (Ref 2)
- Click on “Add a field” to add fields (Ref 2)
- Then select field type (Ref 3)
- Give a name to the custom field (Ref 3)
- Enter possible values for the custom field (If required) (Ref 3)
- Click on Save
- Account owner and CRM Admin has rights to perform above actions.
- While importing, TeamWave only reads data which is defined in that custom field’s format.