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Custom Fields and Tags

NOTE: Custom fields are your contact cards and tags could be more specific to your opportunities

 

CUSTOM FIELDS

STEP 1: Log in to Vintory CRM

Switch to an Account  

(Drop down menu on the upper left corner of the screen)

  • Search for your account in the App

STEP 2: Click Settings at the bottom of the Menu Sidebar

STEP 3: The Sidebar will change, click on Custom Fields. Below samples are all of the ones we’ve gone ahead and set up for your account. 

STEP 4: If you want to add your own custom field, click on Add custom field button located at the right side of the page. Select the type of field you want for your account.

STEP 5: After selecting the field, type in the name and placeholder then select the type in the drop down option. Make sure to click Save.

 

TAGS

STEP 1: Follow the same steps above.

STEP 2: Click Settings at the bottom of the Menu Sidebar. (See screenshot above – Step 2)

STEP 3: The Sidebar will change, click on Tags. Below samples are all of the ones we’ve gone ahead and set up for your account. 

STEP 4: If you want to add your own tags, click on Create new tag button located at the right side of the page. Make sure to click Add.