Add Custom Object
Creating a new Custom Object allows you to expand your CRM's capabilities. Follow these steps to define and configure a new Custom Object in your account.
Step-by-Step Guide
- Navigate to Settings > Custom Objects in your dashboard.
- Click the + Add Custom Object button in the top right corner.
- Name Your Object: Provide a singular and plural name (e.g., "Property" and "Properties").
- Define Properties: Add the specific fields you need to track for this object. You can choose from various field types like text, number, date, or dropdowns.
- Set Relationships: Define how this Custom Object relates to standard objects (e.g., linking a "Property" to a "Contact").
- Review your configuration and click Save to create the object.
Pro-Tip: Use clear and descriptive names for your Custom Objects and properties. This ensures your team can easily understand and utilize the new data structures without confusion.