Custom Fields and Lists

In Flowlu, the sales opportunities, CRM accounts, projects, tasks and other items have regular fields for entering information which are suitable for any company. But we know that every business has different processes and needs to record specific information to manage customers, projects and sales.

For example, legal or insurance companies need to record a lot of personal data about the clients. Construction companies need to specify architects, contractors, and suppliers in their projects.

In Flowlu you can display your own fields in all the main apps of your account or create separate lists to keep and track important data. You can add any number of different type fields and lists. You are only limited by your own imagination.

In this chapter, you will learn how to set up and use custom fields and your own tables with the Record Lists application.

  Custom lists on the project page

Custom fields on the contact page

See also: How to Use Custom Fields and Lists to Improve Your Data Management