Upgrade: Custom fields

Sessionboard CRM keeps the same standard fields for every organization. Fields of your own, such as a member number, a dietary need or a booth size, are custom fields, and they’re part of the Sessionboard platform. They aren’t in Sessionboard CRM, on any CRM plan.

Standard fields

Record	Fields
A person	Email, first name, last name, job title, organization, tags, groups.
A group	Name, website, logo, tags.

Notes, pipeline stages and contracts sit alongside these, on every plan.

Add a field

Add a field on a person or a group opens a page about custom fields. On that page:

• Talk to us books a demo with our team.
• Upgrade starts moving your organization to the Sessionboard platform.

Your people, groups, tags, pipeline and contracts are the platform’s own, so everything you have in Sessionboard CRM comes with you.

Note

Until then, a note on the person or the group is a good place for details that don’t fit a standard field.