Custom Data Fields Features and Functions
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- Creation of custom data fields for inclusion on the main CRM home page
- Creation of custom data fields for inclusion on any of the CRM area home page layouts
- Creation of custom data fields for inclusion on the predefined or custom data records
- Creation of custom data fields for inclusion on the predefined or custom Detail Data Records
- Creation of custom data fields for inclusion on the activity records (e.g., tasks, to-dos, calls, meetings, etc.)
- Custom fields added to lead records can be "carried over" (when the lead is converted) to the related account, contact, and opportunity data records
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Customization Features and Functions
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