What are custom fields?
Custom fields give you the opportunity to add more data to Salesx.io that isn’t included out of the box.Some customers may still need some field that are more specific to their company’s needs. If you need a field in Salesx.io that does not exist by default, it can always be created as a custom field.
There are a number of different formats of field available, each with their own uses.
- In the top right, click Settings Settings
- Select App settings from the right menu
- In the Custom Field section add the fields you want by, adding Name > Category ( Lead, Contact or Deal) > Type
Category With a custom field, not only will you have the means to document any more specific information you may require, but you will also be able to categorize your Leads and Deals based off of the data in these fields, and filter for them in Salesx.io.
Type help us to assign the Custom field with the right content type i,.e; Users can create custom field for numbers, Text, Date , etc. Click here to see the full list of different type of possible custom fields.