CRM fields and layouts let your workspace match the information your business actually needs.

What this feature is for

• CRM fields and layouts let your workspace match the information your business actually needs.

When to use it

• Your team needs custom fields, cleaner record pages, or different required information.
• You want Customers to support a specific service workflow.

Do it manually

1. Open Customers settings or object settings.
2. Choose People, Companies, or Opportunities.
3. Review existing fields before adding new ones.
4. Add, hide, reorder, or configure fields and layouts.
5. Test with a real record before asking the whole team to use it.

Ask Faster AI

Review my CRM setup for [people/companies/opportunities]. Suggest fields, layouts, duplicate matching, and saved views for my business, then ask before making changes.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of configure crm fields and layouts.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Use saved customer views
• Set up CRM with Faster AI