Getting Started with Custom Objects

Custom Objects Guide: Organize Your CRM Data Better
Custom Objects allow you to structure your data in a way that reflects how your business actually operates. This guide explains what Custom Objects are, whe...
Tue, 21 Apr, 2026 at 6:36 PM
Creating and Editing Custom Objects
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
Complete Guide to Creating and Managing Custom Object Records
Custom object records allow you to store and manage structured data tailored to your business needs. This guide explains how to create, update, connect, and...
Sun, 22 Mar, 2026 at 3:22 PM
Custom Object Access Guide: Features, Limitations & Upgrades
Custom Object access is now available across more plans, allowing you to use pre-built objects while maintaining controlled access to advanced features. Thi...
Sat, 4 Apr, 2026 at 10:50 PM
Import Companies & Custom Objects Using a CSV File
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