High Level Overview | Understanding Custom Fields

Custom fields are great when you are wanting to add a field to a form that is specific for your business. However, there are a lot more features available when using custom fields.

For example, you can add these custom fields to your customer and lead profiles and automatically update them based on workflow actions! These custom fields allow you to completely customize your CRM in a very simple way.

Today, I am going to walk you through custom fields and give you an overview of the functions and features available.

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