Video: Configuring Core Records

This video will detail how to manage your core records. Specifically creating custom fields on your contact, company, and job reocrds. You may also reference our help article below on that process as well!

Contact records: Click Here

Custom fields: Click Here 

Below is an external link for that video:

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk