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CRM basics

Custom field

Also called Custom property

Definition

A field you add to a record to capture information the CRM doesn't track out of the box, like loan type, practice area or contract end date.

Custom field explained

Custom fields let a general CRM fit your business without code. Plans often limit how many you can add, so count the fields you need before choosing a tier.

Too many optional fields hurts adoption. Keep the required ones to what you'll actually report on.

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