Getting Started with Custom Objects
Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities. They’re ideal when your CRM n...
Tue, 23 Dec, 2025 at 1:36 AM
Create and manage Custom Objects to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom O...
Tue, 23 Dec, 2025 at 1:34 AM
This article explains how to bulk import Companies and Custom Object records using a CSV file. You can create new records, update existing ones, or perform ...
Wed, 25 Feb, 2026 at 7:02 AM