How do I add a new Section?

Custom Fields can be grouped by Sections. Sections can also be rearranged as needed. 

Here are step-by-step instructions on how to create a new Section and add Custom Fields to it. 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on


2.) Tap on Settings


3.) Scroll down to the Customizations section and tap on Custom Fields to expand the section. 

4.) Tap on the gear icon next to the section where you wish to add Custom Fields. You can create and edit Custom Fields for People, Companies, and Projects (or Deals, Cases, Sales etc...)

5.) Along the top of the screen tap on the Add button and then select Section. 

In this example we are going to add a new Section to our Deals called Product.


6.) Drag the Custom Fields by the handle on the right to reorder the them and move them into Sections.

In this example we are dragging the "Quantity" Custom Field into the "Product" Section.


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