Custom Values let you store detailed, contact-specific information within the CRM. After a Custom Field is created, it becomes visible on every contact's profile. These fields help you track business-specific data and can be referenced across various features like emails, SMS messages, notes, and more.
To create a Custom Field, first go to "Settings" > "Custom Fields."
Here you will see a list of the standard fields that are included with each sub-account and any Custom Fields that have already been added. Note: Custom Fields are created within a sub-account and not shared between other sub-accounts.
Click the "Add Field" button at the top right of the screen and select the field type you'd like to use.
Next, add the required information into the input boxes, including "Name," "Group," and the "Option Name" and "Option Value" if you are adding a Custom Field type with multiple options.. Then, click "Save"