Custom Fields
Create custom fields to ensure your team gathers the data your business needs
By Andy1 author2 articles
- Using the +Add new menuLearn what you can create from Nutshell's +Add new menu, including companies, people, leads, quotes, invoices, documents, and more, plus how admins customize the create dialogs.
- How to create and manage custom fieldsLearn how to create and manage custom fields in Nutshell for companies, people, and leads to tailor your CRM experience.