Fields

Use default and custom fields on an account to add and view additional data about accounts

Fields can be created either from the Account Fields page, or directly by hitting the ”+” button on the last column of the Account Spreadsheet.

Create fields of different data types on accounts and add different fields to different views. Fields can be populated manually or automatically via. API, triggers, formulas, or AI.

Formulas

AI Fields

Custom Fields

CRM Sync

Default fields and custom fields are available to sync back into your CRM, like: