Categories, Tags, and Custom Fields
- ★ Choosing between custom fields, tags, and categories
- What are tags?
- How to add a tag
- Quick filtering and updating tags
- Setting up and using categories
- The Insightly CRM Custom Fields Guide
- What are custom fields?
- How to create a custom field
- How to create a custom field group
- Copying custom field values from opportunities to projects
- How to clone a custom field
- Deleting custom fields