Bigfive CRM | How to Create Custom Fields | Step-by-Step Guide for Admins

In this video, learn how to create, edit, and manage Custom Fields in Bigfive
CRM to meet your business requirements. Custom Fields help you capture
specific data tailored to your organization’s needs, functioning like columns
in a table for each record.

✅ Topics Covered:
• What are Custom Fields in Bigfive CRM?
• Supported Field Types (Text, Picklist, Checkbox, Lookup, etc.)
• How to Add Custom Fields to Objects
• Setting Field Properties like Display Name, API Name, Description, Help
Text, Default Values
• Controlling Field Access via Profile Permissions
• Best Practices for using Custom Fields effectively

🎯 Customize your CRM the smart way with Bigfive's flexible field options!

Видео Bigfive CRM | How to Create Custom Fields | Step-by-Step Guide for Admins канала BigFive CRM Technologies