Sales Pipeline, Tasks & Custom Fields · parity with Podium contact attributes.
Custom contact fields
Define your own fields on a contact (text, number, date, select) and fill them per customer.
Track whatever matters to your business on every customer.
What you can do
- Define the field schema tenant-wide; edit values per contact; display them in the contact panel; segment by them.
How to use it
Define fields in the Custom fields tab; fill values on the Clients tab.
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