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CRM Configuration

Custom Object Types

Create custom object types with user-defined fields.

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Custom Object Types let you create arbitrary types with user-defined fields.

To work with Custom Objects, you will need to:

  1. Create a Custom Object Type.
  2. Add one or more Custom Object Custom Fields to that type or associate a Shared Custom Field with it.
  3. Once the Custom Object Type is defined, create and manage Custom Object instances on Leads.
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