CRM Setup Tutorial: Custom Fields, Tags, and Contact Properties
In this tutorial, we walk through the CRM settings and show how to create and manage custom contact properties. Learn how to add new fields to collect additional information from your contacts, such as age or other custom data, and how these properties can be used in forms to store information directly in the CRM.
We also demonstrate how to organize contacts using tags and explain how tags help you segment and manage users more efficiently. Finally, you’ll see how membership settings work, including options for member registration, approvals, and assigning users to specific groups.
This guide will help you customize your CRM to better capture, organize, and manage your contact data.