2. Create Records and Fields

Overview

Records are the foundation of your solution. Each record represents a type of data you want to manage, like Customers, Deals.

For this guide, we're going to create:

• Record: Customers → Fields: Name, Email, Phone
• Record: Contacts → Fields: First Name, Last Name, Full Name, Phone, Email, Customer
• Record: Deals → Fields: Deal Name, Customer, Main Contact, Expected Close Date, Details

Video Walkthrough

Step by Step

Step 1 - Create a New Record

1. Open ⚙️ Settings → System Settings (bottom-left of your screen).
2. Select Records from the menu. This section shows all existing records in your instance.
3. Click + New Record (top-right corner).
4. Enter a Name and choose an Icon.
5. Click Submit and Configure to create the record.

Step 2 - Add Fields to Your Record

1. From the Records, select Fields in the left-hand menu.
2. Click + Add Field (top-right) to begin adding fields.
3. Enter:
   1. Field Name (e.g. Name)
   2. Data Type (e.g. Text)
   3. (Optional) Placeholder, Tooltip, Default Value
4. Click Save to add the field.

5. Repeat this process for any additional records/fields you want in your CRM.

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Info

To get a better understanding see: Creating Custom Records

Step 3 - Example Records

We're going to go ahead and add more fields and records. Here’s how your setup should look after adding fields:

Our Customers record with 3 fields

Our Contact record with 6 fields

Our Deals record with 4 fields

Step 4 - Link Your Records

Now let’s connect them so your CRM works as one system:

➡️ Deals → Customers → track which customer each deal belongs to

➡️ Contacts → Customers → see all people under each customer

Select your selected field, and configure:

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Info

For more details, learn more in Creating Fields