Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
Custom Fields
Custom fields capture information that best suits your needs. When someone fills out and submits a landing page form, the custom fields inserted into the form will be added to that person's contact card.
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- From anywhere in the CRM, select the Settings Gear Icon in top navigation bar.
- Select Custom Fields.
- Add the fields you will need.
- Save.
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- Select the Settings Gear Icon in top navigation bar.
- Select Landing Pages and choose which page to be edited.
- In the Landing Page Designer select the Form tab.
- Choose the custom fields for the landing page.
- Choose if the field is required or optional.
- Save.
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- Go to Preview tab in the Landing Page Designer.
- Either scroll down in Preview to review changes or preview in live landing page by clicking the preview icon .
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Once a landing page has been filled out you can see the custom fields that were added to the contact card.
