How to reorder custom fields on Close.com
Here is how to reorder custom fields on close.com
- First click on "Settings" in the sidebar
- Then click on "Custom Fields" in the settings menu
- Next click on the three-dot menu button for the "Last Name" field
- Finally click on "Move to top" option from the dropdown menu
Why should you reorder custom fields on Close.com
Close is a CRM platform designed to accelerate your sales process with efficiency and simplicity.
The ability to reorder custom fields on Close.com empowers you to organize your data in a way that suits your business needs. This feature provides flexibility, allowing you to prioritize information that is most relevant to your sales operations.
By customizing the sequence of your fields, you enhance the visibility and accessibility of critical data. This leads to streamlined workflows and more strategic decision-making. Employing this feature can significantly boost your team’s productivity and insight management.
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