video1.0<iframe src="https://www.loom.com/embed/491d4b3ea8434dfd803eeaa66278a061" frameborder="0" width="2192" height="1644" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>16442192Loomhttps://www.loom.com16442192https://cdn.loom.com/sessions/thumbnails/491d4b3ea8434dfd803eeaa66278a061-d3acc37701b0157a-full.jpg194.650044In this video, I walk you through the process of creating and managing custom fields within our CRM system. You'll learn how to add fields tailored to your business needs, like a loan product list, and how to categorize them effectively. I also cover how to delete custom fields if necessary. Please make sure to follow along and try adding a custom field yourself after watching. This will enhance your contact management capabilities significantly!