Custom objects help you organize your CRM with industry-specific configurations. However, setting them properly is a time-consuming job. Let's learn how to skip the setup and start operating right away with templates. Each template comes with ready-to-use custom objects, fields (organized into folders), and associations for ease of use.

Using Templates

Start by accessing your account settings and heading to the Object section. In there, click + Add custom object.

Select the “Use a template” option, then click continue.

Hover over a template to preview it or select it.

If previewing a template, click Choose Template to open the asset list.

Once reviewed, click import objects to apply it.

Once the import is completed, your object(s), related fields, and details will be added under Custom Object.

This makes it easier than ever to add custom objects to your CRM, ensuring you can set all important custom fields and associations quickly and efficiently. Allowing you to spend less time on setting the system up and more on customer relationships.