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CRM setup: boards, fields and tasks

Custom fields

Create, edit and archive fields in DataSift, pick the right field type, and keep the data you collect on every lead consistent.

Help center walkthrough by Kylie Palmer

Read this lesson as a written walkthroughEvery screen and every number, on one page Prep for Week 3: Sales, live Tuesday, October 20

Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 2 ticked

I created a group and added my first custom field to it.
I opened a property record and filled in my new fields.

‹ Custom field groups and typed fields The default account build: what ships in every account ›

We build this with you live in Week 3: Sales, Tuesday, October 20, 1 to 4 PM ET. Add it to your calendar.

Live every Tuesday and Thursday

The 4-Week Deal Flow Workshop, live on Zoom

One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27

Q&As: Thursdays, October 8, 15, 22 and 29

Join Zoom when a session is live. Missed one? Watch the replays. Registered? Book your free 30-minute setup call. Not yet? Save your free seat.

The DataSift Real Estate Mastermind Community group on Facebook, with 5.4K members

The DataSift Real Estate Mastermind Community

5,400 investors on Facebook. Post your market and your deal count in the intro thread, then ask anything. The team answers there, and so do the members.

Join the Facebook group