(Estimated time: 4 to 5 minutes, depending on the number of fields you want to add)

Do you need a more customized CRM for your contacts?

No worries, NextLead has got you covered! Here’s how to configure contact fields according to your needs:

Video Tutorial

https://www.loom.com/share/b889e162dd7a4b61b299ff17fe3772f7?sid=5d33dc66-c2fd-4472-9f4f-9cabf2e070e1

Step-by-Step Guide

  1. First, go to the "Settings" tab located inside the "Contacts" section of the menu :

Contacts settings page

Contacts settings page

  1. Once on this page, click on "Custom field management":

Managing custom fields in Contacts

Managing custom fields in Contacts

  1. Then select "Create a field collection", and fill in the collection name, the custom fields you'd like to add, and specify which contact(s) they should be assigned to:

Create a custom field collection

Create a custom field collection