Fields

You can track all the information you need with custom fields. Like Industry, Renewal Date, Source, Income, Products etc.

 

You can create various kind of fields like Text, Amount, Number, Date, Select options, Total, Formula, Associate another record etc.

 

These fields become available almost everywhere – Filters, Forms, Reports, Profile Permissions etc. You can also control who can see / edit which fields by customizing profile permissions.

Learn More: Customize Fields

Columns

You can easily change the columns.

Learn More: Filters

Filters

You can easily filter records based on any field like sales person, country, next followup date etc. You can also save these filters.

Learn More: Filters

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