Creating and leveraging 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.
Custom fields
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