How to add a custom field in Global Data?

To add a custom field in Global Data, follow these steps:

  1. Navigate to the "Global Data" section.

  2. Open the "Contacts" tab.

  3. Scroll to the last column where you will see the "Add Column" button.

  1. Click the "Add Column" button. This will open the "Add New Custom Field" modal.

  2. Select the type of the custom field.

  3. Enter the name for the custom field.

  4. Click the "Add Field" button.

The new custom field will be added and will appear in the last column. This custom field will be displayed in all relevant tabs, including Contacts, Calls, Appointment Settings, and Deals.

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