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Tags, Categories & Custom Fields

Contact organization and custom data fields

  • Customize the System
  • How to Customize Your Contact List View
  • How to Add Custom Fields to Contact Records
  • Dropdown Custom Fields
  • Edit Custom Field Layout
  • Adjust Account Theme Color
  • Customize the Time Zone and Daylight Saving Time
  • International - Change Currency in the Deals from the $ to the € or £
  • Categories, Tags, and Sources Overview
  • Show or Hide Legacy Modules
  • Customize Your Account with Your Company Logo and Branding
  • Add Tags to Help Sort Contacts

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  • Tags, Categories & Custom Fields
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  • Dashboard
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  • Your Account
  • Troubleshooting
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