Custom fields

  • By default we have system fields for various entities present in neetoCRM. For leads we have fields such as contact name, company name, lead name, contact email, contact phone and owner.

  • If you want to add more fields on leads such as state, city, country etc then you can add this fields as custom fields on lead.

  • Go to Settings -> Manage leads -> Custom fields here you can add, delete, update custom fields for lead. This lead custom fields would be then present in lead form, lead show page, lead list page.

  • Similarly you can add custom fields for contacts, deals, companies, products.

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