Rename the vocabulary
If your business says "Patients" instead of "Contacts" or "Matters" instead of "Deals", change it once in Settings → Terminology and the new words appear everywhere — menus, emails, exports.
Add custom fields
In Settings → Fields you can add unlimited fields to contacts, companies, deals, projects, products, and tasks. Field types include text, number, currency, date, select, multi-select, URL, email, phone, and the computed types — formula, lookup, and rollup — that calculate from other fields and related records.
Layouts & conditional visibility
Arrange fields into sections with the layout builder, and show a field only when another field has a certain value with conditional visibility rules.
Related
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