Shared guide

How to add custom fields to contacts

Step-by-step guide covering: Click on "Click here."; Click on "Click here."; Click Custom field; Click Person field.

victoriaworkflowsvictoriaworkflows
·14 steps·8 views·Published
Step-by-step Guide14 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Custom field

    Click Custom field
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  4. Click Person field

    Click Person field
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  5. Click on "Click here."

    Click on "Click here."
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  6. Type "Follow Up"

  7. Click Select type

    Click Select type
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  8. Click Date

    Click Date
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click on "Click here."

    Click on "Click here."
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  11. Click Save

    Click Save
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  12. Click Customize columns

    Click Customize columns
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Save

    Click Save
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