How to Add Custom Values in Your CRM

1. Click on Custom Values

2. Click on New Custom Value

3. Adding Custom Value Name

To easily identify the purpose of your custom value, it is essential to name it appropriately. For instance, if you have created a custom value for your website, you can name it as "Website" to quickly recognize it.

4. Adding Value to be used in Custom Value

Once you have named your custom value, the next step is to provide a specific value that your software should use whenever you refer to this custom value. This value will be used by the system to perform any actions related to this custom value.

5. Saving Your Custom Value Settings

After making changes to your custom value, it is important to save the settings to ensure that the changes are retained.