How do I create a new field in the CRM?

You can create a new field in any module by going to Settings. Any new field that you create is referred to as a custom field.

Follow these steps to create a custom field:

1. Log in to the CRM.
2. Click your display picture on the top right corner of the screen
3. Click Settings
4. Select Module Layouts & Fields under Module Management
5. Pick a module from the Select Module drop-down
6. Click +Add Field
7. Enter the following details:
   1. Select Field Type: Type of the field
   2. Label Name: Name of the field
   3. Max characters allowed: Maximum characters allowed in the field value 
   4. Default Value: Value that the field must take when you don't specify a value
   5. Enable/Disable field properties: Make the field a mandatory one, make it appear in the Quick Create window, be able to edit it using Mass Edit, etc.
8. Click Save

Note: You can create or modify fields only if you are an Admin user.