Geteilte Anleitung

How to add custom fields to contacts

In this video guide, you'll learn how to efficiently add custom fields to your contacts, enhancing your organization and data management.

victoriaworkflowsvictoriaworkflows
·14 Schritte·66 Aufrufe·Veröffentlicht

In this video guide, you'll learn how to efficiently add custom fields to your contacts, enhancing your organization and data management. Follow the step-by-step instructions to create a "Follow Up" date field and customize your contact columns for easy access and updates.

Step-by-step Guide14 Schritte
  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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