Solar At Scale - Solar Closer Mastery
Solar At Scale - Solar Closer Mastery
Custom Fields & Activities

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Custom Fields


How to Create Custom Fields

Navigate to the Settings.
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Go to the Custom Fields settings page. ​
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Select the relevant custom field you want to create by selection from the options at the top:
Lead Custom Field
Contact Custom Field
Opportunity Custom Field ​
Click the + New Custom Field button. ​
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Fill in the details of the custom field you’re creating:
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If you wish, you can Share the custom field between the Lead and Contact so they can be used in both instances. ​
If desired, you will have the option to Restrict the Custom field so only certain Roles within your organisation will be able to use them. ​

How to Edit Existing Custom Fields

In the Custom Field settings page, find on the custom field you want to edit & click on it’s name. ​
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Edit the custom field as required. ​
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When done, click Save on the bottom right. ​
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Keep in mind that Shared Custom Fields cannot have the Type edited once it has been created.
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