Every equipe de vendas works differently, and seu CRM deve refletir that. SalesSheet ships with three poderoso field registries: Contact with approximately 50 fields, Company with around 25, and Opportunity with roughly 27. But isto é just the starting point. Add your own campos personalizados with types including text, number, date, select, currency, and checkbox. Arraste e solte fields to reorder them, toggle visibility on or off, and watch your changes appear instantaneamente in dynamic About tabs across every record. Built-in fields are protected so seus dados stays consistent while you customize everything around them.
Field management panel with built-in and campos personalizados, type indicators, visibility toggles, and drag handles
Stop forcing your processo de vendas into rigid CRM templates. SalesSheet gives you the tools to model seus dados exactly the way your business works.
Create campos personalizados for any data point your processo de vendas requires. Choose from six field types: text for freeform input, number for quantities, date for deadlines, select for dropdown options, currency for valor do negócios, and checkbox for yes/no flags. Each custom field can be added to Contact, Company, or Opportunity records. Existe no limit on how many você pode create, so seu CRM grows with your business.
Arrange your fields in the exact order that makes sense for seu fluxo de trabalho. Open the field settings panel and drag fields up or down to reorder them. The order you set is the order sua equipe sees on every record. Toggle visibility to hide fields that are not relevant without deleting them. Built-in fields like name, email, and valor do negócio are protected from deletion para que vocêr core data stays intact.
Every change you make to field layouts appears instantaneamente across the application. The dynamic About tabs on contact, company, and opportunity records automáticoally reflect your campos personalizados, their order, and visibility. Grid views, filters, reports, and export templates all pick up campos personalizados without additional configuration. Your customizations propagate em tempo real.
Navigate to Settings and select the registry você quer to customize: Contact, Company, or Opportunity. You will see all existing fields listed with their types and visibility. Click add to create a new custom field. Give it a name, select the type - text, number, date, select, currency, or checkbox - and configure options like dropdown choices or currency format. The field is created instantaneamente.
Add field dialog with 6 field types: Text, Number, Date, Select, Currency, and Checkbox
With your fields in place, arrastar e soltar them into the order that matches your fluxo de vendas. Put the most important fields at the top so reps see critical information first. Use the visibility toggle to hide fields only needed for specific fluxos de trabalho or reporting. Built-in fields like name, email, phone, and etapa do negócio are locked and protected from accidental deletion.
Arrastar e soltar field reordering with numbered positions, visibility toggles, and instant layout preview
The moment you save your layout, every record in SalesSheet updates to reflect the new field order and visibility. The dynamic About tab shows your campos personalizados exactly as you arranged them. Grid views automáticoally add columns for new fields. Filters let you search by custom field values. Export templates include campos personalizados so reporting stays complete.
Contact detail showing campos personalizados (Lead Score, Industry, Contract Renewal) alongside built-in fields
Campos personalizados, arrastar e soltar layouts, and dynamic record views that adapt to your processo de vendas. Stop wrestling with rigid CRM templates and start building the tool sua equipe deserves. Comece seu teste grátis and customize everything em minutos.
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