What is Custom Fields?
Custom Fields are user-defined data fields in a CRM that allow teams to store specific information tailored to their business needs. They enable greater flexibility and personalization beyond standard CRM attributes.
Table of Contents
Full Definition
Custom fields help capture unique data points relevant to specific industries or workflows.
They improve segmentation, reporting, and automation accuracy.
Proper design prevents clutter and maintains data integrity.
Examples
Captures specialized information
Enables tailored data management
Supports advanced segmentation
Benefits
Too many custom fields can overwhelm users
Inconsistent data entry reduces usefulness
Complex configurations may require admin support
Common Mistakes
Plan custom fields carefully aligned with business needs.
Train users on proper data entry.
Conclusion
Strategic use of custom fields enhances CRM relevance and effectiveness.