Objects let you organise, filter, and visualise information to suit how you work, making it easier to manage complex data. The Objects section in your account is where you access and manage all Standard and Custom Objects.
Navigate to Settings > Objects from your account dashboard to find this feature.
Creating Objects
Create a new object by clicking the Add Custom Object button in the top-right corner of the screen. This opens a setup window where you can define the properties and configuration of your new object, including its name, display field, and additional settings.
Standard Objects
The Standard Objects section contains preconfigured objects available in your account. Selecting an object lets you view its associations.
- Contacts: Manage individual records, store contact details, and link contacts to relevant deals or companies.
- Companies: Organise business-related records, track company details, and associate them with relevant contacts and other objects.
To add custom fields to a Standard Object, click the three-dot menu next to the object, then configure the custom field according to your preferences.
Custom Objects
Objects you create appear in the Custom Objects section. Select a custom object to establish associations or adjust its configuration.
Edit, delete, or add custom fields to the custom object by choosing the relevant option from the actions menu.
Objects give you the flexibility to improve your data management and handle complex information in a way that suits your business.