Merge Fields & Custom Variables

Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to customize records, forms, workflows, and pipelines to match your business process and improve how

Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to customize records, forms, workflows, and pipelines to match your business process and improve how

Custom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and associations—so you can organize data around real-w

This article explains

Merge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user’s email, appointment times, or invoice totals. When a message sends or a document generates, each merge field