Creating Custom Fields in LevelUp Masters

The Custom Fields feature in LevelUp Masters lets you tailor your CRM to fit your business needs. Standard fields often aren’t enough to capture the specific details that matter most to your workflows. With Custom Fields, you can track anything from account IDs to preferred services, special dates, or project requirements. These fields can be used across forms, opportunities, and automations—ensuring data is captured consistently and put to work in your processes. By using Custom Fields, you build a CRM that reflects the unique way your business operates.