We want to share with you how to custom fields contacts and companies on Followup CRM.
Is easy and quick you can track more information for your contacts!
Go to Company Settings and you wil see two new tabs:
Companies Custom Fields.
Contacts Custom Fields.
You can easily track information for example Birthdays
Under Contacts Custom Fields you can track Birthdays just by adding the tab:
Add the tab Birthday.
2. Go to Contacts:
3. Select a Contact:
4. Add the information under the Birthday field:
5. Click on update the information:
That it is all!
The possibilities are limitless to track when it comes to custom fields so you can track whatever you want to track about your companies and contacts!
Want more hands-on help? Sign up for our weekly group training!