Is it possible to customize the fields or categories in Highrise?

Asked a year ago
Yes, it is possible to customize the fields and categories in Highrise. Highrise offers flexible customization options, allowing users to tailor the CRM to their specific needs. Users can create custom fields to capture unique information and categorize contacts, companies, and deals as per their requirements. This allows for personalized data organization and easy access to relevant information. Additionally, Highrise provides the ability to create custom categories, enabling users to group contacts and deals based on their own criteria. With this level of customization, Highrise ensures that users can adapt the platform to fit their business processes and effectively manage their customer relationships.
Christian Allen is the editor / author responsible for this content.
Answered May 3, 2024

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