Creating Custom Values

You can create custom values for both prospects and people in Heap CRM. To create a field, open any person click “Add”:

Now that you have created the field, it will show on all people and you just have to fill in the specific value and click “Edit”.

Prospect custom values work the same way, they are just at the prospect (transaction level). Click the “Add” button on any prospect:

Once the field is created it will show up all prospects (you will only have to fill in the field and click “Edit”).