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  • Back to CreamSoda
Logo CreamSoda Logo CreamSoda
  • Back to CreamSoda
  • How it works
    • CreamSoda Sales Management CRM
  • Get Started
    • Get Started with CreamSoda
    • Set up and customize deal pipelines and deal stages
  • Organization Settings
    • How to update your Organization Information
  • Import Data
    • Importing Data into CreamSoda with spreadsheets
    • Import Data Template
  • Person and Company
    • What is a Person record?
    • How to add a Person record?
    • How to delete a Person record?
    • Update Person or Company records in Bulk
    • Manage Person and Company ownership and Visibility
    • What is a Company record?
    • How to Add a Company
  • Deal
    • What is a Deal?
    • How to add a Deal?
    • How to delete a Deal?
    • Manage Deal Ownership and Visibility
  • Custom Fields
    • Create Custom Fields
    • What are Custom Fields?
  • Lists
    • Manage List Ownership and Visibility
    • Harness the Power of Lists
  • User Management
    • How to Add a New User or Team Member
    • How to Invite Multiple Users or Team Members
    • How to Resend an Invitation Email
    • How to Transfer Team Members to a new Manager
    • How to Transfer Resource Ownership
    • How to Edit User Access in CreamSoda
    • How to Suspend a User
    • How to Delete a User
    • How to update your Profile
  • Document Management System
    • Upload Files in CreamSoda
  • Connect & Automate
    • Sync your Email, Calendar and Contact
    • Create and Manage Lead Forms
    • Integrating with Stripe
    • Integrating with PayPal
    • How to Create and Manage Appointment Booking
  • Sequence
    • Understanding Sequences
  1. Overview
  2. Custom Fields

Custom Fields

  • Create Custom Fields

    CreamSoda offers a flexible approach to managing your sales process. It comes equipped with default fields for your deals, contacts, products, and offers, but it also allows you to add custom fields tailored to your company’s unique needs. Custom ...

  • What are Custom Fields?

    CreamSoda allows users to add Custom Properties to resources such as People, Companies, and Deals, enabling you to track and manage information that’s uniquely important to your business. These custom properties ensure that your CRM isn’t ...

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