Feature: Customizable Fields


Agents can add new customized fields for Listings, Contacts, Events, Notes, Tasks, Documents, Interests, Targets and other entities.


Agents can customize the fields to the type of transaction they are targeting. For example, if an agent is dealing with larger Middle Market deals, he/she can add a few fields such as Min EBITDA Requirement, Max $ Value etc. to their contacts so they can slice and dice their database and target the right buyers with mass emails. The same can be done with other entities like listings, events etc.