Your secret weapon: Custom Fields
Your CRM, your way — personalize your CRM with custom fields
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- Less Annoying CRM
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Your CRM, your way — personalize your CRM with custom fields Note: this is email 4 of the 9 emails I'll send to help you get the most out of your CRM. If you don't want any more of these emails, just click here to unsubscribe ( https://metrics.sentbybento.com/proxy/tracking/emails/HZLauCKn4mAOekKCv43aHlIOhmZpBfgL/click?signature=1474ab1fc24ff06f81c662159197dc0b3fdd5a3c&url=https%3A%2F%2Fapp.bentonow.com%2Fsites%2Fsites%2F9ef4e8875bb2effd647cf3f0cc22bda2%2Fsequences%2Funsubscribes%2F624c8f1b-130b-47f3-a12d-99d54222972d%3Fsequence_id%3DB6yV3oplkNZ0NLWdpM145yvJleO8Yr7XGo9bnbxqkREwmBDPg6j2A93KVao0O8Y4xvjZK%26utm_source%3Dbento%26utm_medium%3Demail%26utm_campaign%3Dautomation%26bento_uuid%3D624c8f1b-130b-47f3-a12d-99d54222972d ) or if you don't want any other emails from us, you can unsubscribe from all other emails here ( https://metrics.sentbybento.com/proxy/tracking/emails/HZLauCKn4mAOekKCv43aHlIOhmZpBfgL/click?signature=2ca8c222f89d2656bce784ab178238326b084154&url=https%3A%2F%2Fapp.bentonow.com%2Fsites%2Fsites%2F9ef4e8875bb2effd647cf3f0cc22bda2%2Fvisitors%2Funsubscribes%2F624c8f1b-130b-47f3-a12d-99d54222972d%3Futm_source%3Dbento%26utm_medium%3Demail%26utm_campaign%3Dautomation%26bento_uuid%3D624c8f1b-130b-47f3-a12d-99d54222972d ) ! Hi Emre, It’s Emily again, your trusty CRM Coach. Now that you’ve added contacts, it’s time to make your CRM truly yours by customizing the fields to fit your specific business needs. Custom fields allow you to personalize your CRM to collect and organize the exact data that matters most to you. It’s like tailoring a suit, but for your CRM!For example, you might add a custom field for how someone heard about you, their preferred contact method, or if they’ve taken an important step in the sales process. ( https://metrics.sentbybento.com/proxy/tracking/emails/HZLauCKn4mAOekKCv43aHlIOhmZpBfgL/click?signature=3d7b1691d03aa643a2c87725526c9988d82bce49&url=https%3A%2F%2Faccount.lessannoyingcrm.com%2Fapp%2FSettings%2FCustom_Fields%3Futm_source%3Dbento%26utm_medium%3Demail%26utm_campaign%3Dautomation%26bento_uuid%3D624c8f1b-130b-47f3-a12d-99d54222972d ) Creating a Custom Field1. Hover over "Settings" in the navigation bar and select "Custom fields" in the menu.2. Select either "Contacts" or "Companies" depending on which record you’d like to customize.3. Click the "Create new custom field" button near the top of the page.4. Enter the desired name and choose the appropriate field type. If you select a dropdown or checkbox list, enter the appropriate options and add color-coding if desired.5. Click "Create custom field" to add the new field. You can click and drag the new field to reorder it as neededCreate your first custom field ( https://metrics.sentbybento.com/proxy/tracking/emails/HZLauCKn4mAOekKCv43aHlIOhmZpBfgL/click?signature=3d7b1691d03aa643a2c87725526c9988d82bce49&url=https%3A%2F%2Faccount.lessannoyingcrm.com%2Fapp%2FSettings%2FCustom_Fields%3Futm_source%3Dbento%26utm_medium%3Demail%26utm_campaign%3Dautomation%26bento_uuid%3D624c8f1b-130b-47f3-a12d-99d54222972d ) Custom fields are your secret weapon to ensure that you’re collecting the information that’s crucial to your business.Want to see this in action? Check out our video tutorial ( notion://www.notion.so/conversionfactory/88bacbccb8954f79b7ab3f6abdee3637?v=6d82f15f065047a88313275573982095&p=305fb7444ff346c3be326fcb822da56b&pm=s# ) for a full walkthrough. If you need recommendations for your own custom fields or have any questions, just reply to this email. Happy customizing,Emily Emily CRM Coach emily@lessannoyingcrm.com www.LessAnnoyingCRM.com ( https://metrics.sentbybento.com/proxy/tracking/emails/HZLauCKn4mAOekKCv43aHlIOhmZpBfgL/click?signature=705afcbe4eaa92025516cc4760f9e0a4280d1b00&url=https%3A%2F%2Fwww.lessannoyingcrm.com%2F%3Futm_source%3Dbento%26utm_medium%3Demail%26utm_campaign%3Dautomation%26bento_uuid%3D624c8f1b-130b-47f3-a12d-99d54222972d ) -- Unsubscribe: https://app.bentonow.com/sites/sites/9ef4e8875bb2effd647cf3f0cc22bda2/visitors/unsubscribes/624c8f1b-130b-47f3-a12d-99d54222972d
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- nse/less-annoying-crm/2026-10-26/5074
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- Emily from Less Annoying CRM · help@email.lessannoyingcrm.com
- Sent
- 26 October 2026 · 23:00 UTC
