Customers Settings

Custom Fields

Contact Stages

1. Contact Custom Fields: 

You can add any extra or special information that you’d like to track about your clients. Revamp CRM allows you to document more than just a contact's basic info by adding  up to 10 custom fields Only that  you choose; you also have the option to easily remove unnecessary details by deleting a custom field.

Who Can Add & Edit : Only (Owner , Admin) Can Add & Edit Contact Custom Fields.

2. Contact Stage:

Here are the 8 contact stages that your deals go through, giving you the option to edit any of them according to your desired requirements.