Customers, tags and custom fields
Customers
Section titled “Customers”Each customer has contact details and a preferred way to be reached: phone, email or text. A customer is Active or Inactive. Mark someone inactive instead of deleting them so their history stays intact.
Tags are labels you create once and attach to leads and customers, so you can group and find them. Manage them from Tags.
Custom fields
Section titled “Custom fields”Custom fields let you record information specific to your business. Create a field definition for leads or for customers, then it appears on every record of that kind.
Choose the field’s type:
| Type | Use it for |
|---|---|
| Text | Free text, like a referral name. |
| Number | A quantity or amount. |
| Date | A date, such as a renewal. |
| Select | One choice from a list you define. |
Manage fields from Custom fields.