The easiest way is to create custom properties for the data you want to track. This allows you to add additional “columns” in your CRM objects like contacts, companies, deals etc.
To create a custom property:
- Go to the CRM setup menu and click on “Properties”
- Click the “Create property” button
- Choose the object type (contact, company etc.)
- Give it an API name and label
- Choose the type (text, number, date etc.)
- Click “Create property”
You can now add this property as a column in any list view or report.
Edit List Columns
To customize columns shown in a specific list:
- Navigate to the list
- Click the “Actions” menu in the top right
- Choose “Edit Columns”
- Search for or browse properties and select ones to add as columns
- Reorder or remove columns as needed
- Click “Save”
This will update the columns for that specific list.
Edit Report Columns
You can also customize the columns shown when viewing the details of a CRM report:
- Navigate to the report
- Click on a part of the chart to view details
- Click the “Columns” dropdown
- Choose columns to add or remove
- Drag and drop to reorder
So in summary – use custom properties to track additional data, and edit list or report columns to show it where needed. Let me know if you have any other questions!
