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Custom Fields

Introducing Custom Fields

The flexibility you need to capture the data specific to you and your business.

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ABOUT THE FEATURE

Unlock Unlimited Data Flexibility

As a Real Estate Investor, you likely want to capture unique, business-specific data that we don't give you out of the box. With custom fields, you're no longer forced to work with rigid data that doesn't match your workflows.

Capture Data For Every Use Case

Whether you need to record a specific date (like an offer expiry), a precise number (like rehab budget), or track a specific marketing campaign source, you have a field for it. Build custom fields that flawlessly support every data point in your workflow, from high-level "Qualifying Questions" to granular "Property Renovation Costs."

Use Custom Fields Anywhere

Custom fields work across the entire platform. Whether you're updating records on a call, backfilling with an import or sending data to a third party. You can use them in your filters and even in your sequence triggers!

Stay Organized With Folders

Combined with "Custom Folders" you can keep your new fields clean and organized. Questions that belong together in your workflow are grouped together on your record pages.

Capture Data For Every Use Case

Whether you need to record a specific date (like an offer expiry), a precise number (like rehab budget), or track a specific marketing campaign source, you have a field for it. Build custom fields that flawlessly support every data point in your workflow, from high-level "Qualifying Questions" to granular "Property Renovation Costs."

Support Material

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Custom Fields

The flexibility you need to capture the data specific to you and your business.

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