Custom fields
10 steps
Nutshell
1
Custom fields are key to configuring Nutshell for your business. Take our **self-guided tour** to learn how to customize your CRM fields.
2
To get started, go to Settings > Organization > Custom fields.
3
You can create custom fields for leads, companies and people.
4
New custom fields can appear in different places on the lead, company or person pages.
5
When adding a custom field to a lead page, click 'Add custom field.' There is a list of different options of the types of fields you can create.
6
Here is an example of how to add a custom lead field. Say you want to add an 'Order number' field. After you have clicked 'Create a new field,' decide on a Name and Type and click create.
7
Your field has been added. Once you've created all the custom lists you would like to see in Nutshell, you can use them as filters and add them as columns to your lists.
8
To navigate to your Lead list page, click 'Leads' and click 'Change Columns.'
9
Navigate down to a custom field you want to add.
10
Now your custom field will appear as a list in the columns.
Custom fields
10 steps
Nutshell
1
Custom fields are key to configuring Nutshell for your business. Take our **self-guided tour** to learn how to customize your CRM fields.
2
To get started, go to Settings > Organization > Custom fields.
3
You can create custom fields for leads, companies and people.
4
New custom fields can appear in different places on the lead, company or person pages.
5
When adding a custom field to a lead page, click 'Add custom field.' There is a list of different options of the types of fields you can create.
6
Here is an example of how to add a custom lead field. Say you want to add an 'Order number' field. After you have clicked 'Create a new field,' decide on a Name and Type and click create.
7
Your field has been added. Once you've created all the custom lists you would like to see in Nutshell, you can use them as filters and add them as columns to your lists.
8
To navigate to your Lead list page, click 'Leads' and click 'Change Columns.'
9
Navigate down to a custom field you want to add.
10
Now your custom field will appear as a list in the columns.
