Capturing the right information about your customers is key to running a smooth small business. Custom form fields in your CRM help you gather exactly what you need, whether it’s special preferences, order details, or feedback. This makes it easier to serve your customers better and keep your data organized.

📌 Why This Matters

Most CRMs come with standard forms, but every business has unique information they want to collect. Using custom form fields gives you the flexibility to tailor your forms to your exact needs, making customer data more useful. This means less guessing, better communication, and more personalized service for your clients.

✨ What’s New

• Variety of Field Types: Choose from checkboxes, dropdown menus, text input, and more to fit the type of info you want to collect.
• Conditional Logic: Show or hide fields based on previous answers, so your forms stay simple and relevant for each customer.

🛠️ How to Use It

1. Step 1: Access your CRM’s form builder and select where you want to add custom fields.
2. Step 2: Pick the field type that matches your data needs—like text box for customer notes or dropdown for service options.
3. Step 3: Add any conditional settings so the form adapts based on previous answers, keeping it neat and relevant.
4. Step 4: Save your form and test it to ensure it captures the information smoothly.

💡 Pro Tip

Use custom form fields to collect details that let you follow up with offers or services tailored to specific customer needs, turning data into stronger relationships and more sales.