Custom Fields

In this video we will cover custom fields for people, projects, deals and companies including:

  • Creating A Custom Field: How to create a custom field for a specific object.
  • Custom Field Types: Setting up single select, multiple select or text fields for Custom Fields.
  • Filtering Using Custom Fields: Use Custom Fields when filtering for people.
  • Bulk Edit People And Add or Change Custom Fields: Select multiple people to edit or add new selections for Custom Fields.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.