Where to Fill Out the Custom Fields


You can fill out all the custom fields you have added when creating an item or on its page.

For example, the opportunity data is specified after its creation in the Custom Fields section:

You can also add custom fields to the opportunity when creating it:

In the task, you can fill in the custom fields when creating the task:

Or after creating it, on the Custom Field tab:

On the company or contact pages, the custom fields are filled in the Custom Fields tab:

In the project, custom fields are displayed on its page, under the Info tab:

As you can see, you do not need any specific knowledge to create such fields. You can set up and display the custom fields based on the needs of your business. Record all the information about your clients, projects, opportunities and quickly access it.