video1.0<iframe src="https://www.loom.com/embed/d43de1b9dbc342babb25cadb62708a25" frameborder="0" width="2208" height="1656" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>16562208Loomhttps://www.loom.com16562208https://cdn.loom.com/sessions/thumbnails/d43de1b9dbc342babb25cadb62708a25-87487a22b0b2c9a9-full.jpg438.9In this Loom, I show you how to use custom fields and custom values in your CRM so your emails and text messages can populate details automatically. I walk through using tags in the Conversations tab, and how custom values also work in email and text templates, plus the HTML builder, like Hi contact first name. I also cover where to set up custom fields in Settings, including choosing field types like text and check boxes, and saving info like a core challenge. There is no action required, but you can set up these fields and start using them in your templates.