Creating custom fields allows you to identify key pieces of information on your contacts, accounts, or opportunities. Custom fields can be used to segment leads in lists and can be used to trigger automations. This article will detail how to edit created custom fields.
The following user roles can edit custom fields:
Video Walkthrough: Editing Fields
The following video shows how to edit a custom field in SharpSpring.
Editing Custom Fields
To edit a custom field, do the following: