The Insightly CRM Custom Fields Guide

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  1. Introduction
    1. What are custom fields?
    2. Choosing between custom fields, tags, and categories
    3. Custom field types
    4. Importing records with custom fields
  2. Configuration
    1. How to create a custom field group
    2. How to create a custom field
    3. Deleting custom fields and custom field groups
  3. Copying and Mapping
    1. How to clone a custom field
    2. Mapping custom field values from leads to other records
    3. Mapping custom field values from opportunities to projects
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