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Merge fields insert saved HighLevel data into emails, messages, documents, workflows, calendars, and supported AI prompts. When the content is generated, a ...

This article explains merge fields and custom variables. You’ll learn about different types of fields, such as custom fields, custom values, custom objects,...

Custom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use Custom...

Custom fields let you capture information that is not included in standard record fields. Use them to store business-specific data, organize information int...

Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to cust...

Custom fields let you capture information that is not included in standard record fields. Use them to store business-specific data, organize information int...

Merge fields insert saved data into emails, messages, documents, workflows, calendars, and supported AI prompts. When the content is generated, a token such...