Purpose:  Standard Objects can be used to store static sets of data, for example, a list of Inventory or Current Accounts. A Standard Object does not include stages and, therefore, does not reflect a specific workflow. See more information on Custom Objects here

TABLE OF CONTENTS

• Step 1. Create a Custom Object
• Step 2. Set Related Objects (optional)
• Step 3. Customize Fields
• Step 4. Customize Layout
• Step 5. Permissions

Step 1. Create a Custom Object

Follow the steps below to add individual custom object records: 

1. Go to Data tab from the top menu bar

2. Click Custom Objects

3. Select New Object

4. Enter the Object Name

Note: Objects cannot have the same name as an existing custom object (ex: Companies or Contacts). If you need to track details on companies, please use the standard object type Companies

5. Enter the Entity Name

Note: Also known as Record Name, this is what individual entities will be called
Example: if the object name is "Apartments" the entity name might be called "Apartment"

6. Click Save & Continue

Optional features you can enable or disable by moving the toggle button on/off:

        Contains Workflow: Toggle this setting on if your entities are going to be moving through a workflow with open and closed stages

Ex: Sales Pipelines, Support ticketing and project management

        Enable Quick Filters: Quick filters enable a second form of less-detailed filtering on records, chart groups and board views that are pre-defined

        Choose Where to Include the Object:

Enable activities: Associate this object with logged or scheduled activities

Track Entity $ Value: Enable this setting if your entities will require tracking a monetary value

Step 2. Set Related Objects (optional)

This feature allows you to associate contacts or other Custom Objects with the pipeline and entities

7. Include Related Records for Lead Sources is turned on by default. You may disable this setting by ticking the toggle off 

8. Set the object Team Associations

9. You can also set the primary relationships or add additional relationships by clicking +Add Related Object. These relationships will create multi-select fields to represent multiple associations between your data. For example, we recommend using an additional relationship for deals that may have additional points of contact

10. Share Timeline To Related and Share Timeline From Related is turned on by default. You may disable them by ticking the toggle off

Share Timeline to Related entries will be shared from this object's record to the associated objects record

Share Timeline from Related will be shared from this object's record and displayed on associated records of this object

11. Click Save & Continue

Step 3. Customize Fields

Design your custom object in two simple steps:

1. First, add a New Category

2. Add Custom Fields to track the unique details on your custom object

Tip: Use the "..." icon to hide any items you do not want to show when you click into the Entity Card

Step 4. Customize Layout

Attention: The General Settings tab needs to be filled out in its entirety but if the other tabs do not apply they may be bypassed by clicking Save & Close button