Custom fields by module

Purpose

Add extra information in the responsible module, rather than looking for a universal registration form that does not exist.

Step by step#

1. 1

   In CRM, open Custom Fields management.

2. 2

   Enter Field Name and select a Type from the displayed options: Text, Number, Date, Email, Phone or Amount.

3. 3

   Mark Required only when necessary and associate it with the Funnel / Pipeline when prompted.

4. 4

   Save and check the field in the corresponding deal form.

5. 5

   In Requests, configure form fields in Request Settings → Forms; these definitions belong to that module.

6. 6

   When importing data, use the destination template and check that it includes the required fields. Do not assume every field becomes a filter, variable or conditional field in every module.