Feature Spotlight: Custom Fields
Join Tracie to dive into one of our newest Pro Plan features: Custom Fields!
With Custom Fields, you can effortlessly capture and organize essential data such as priority status, winning probability, renewal dates, restrictions, internal IDs, and more. This feature presents your information in an easily readable format, streamlining your data management and improving efficiency.
We will walk through how to setup custom fields and discuss how current users have been finding success with custom fields.
Feel free to invite anyone else from your org who would be interested in learning how to maximize this feature!
All attendees will receive a recording and copy of the presentation slides after the workshop.
If you have any questions reach out to hello@instrumentl.com