Creating Your First Object

Follow this guided walkthrough to create your first custom object, add fields, and create records. By the end, you'll have a working CRM structure.

Step 1: Create a Custom Object

Custom objects are the foundation of your CRM. Think of them as database tables that hold your business data.

1. Navigate to Data Model in the sidebar
2. Click Create Object
3. Fill in the details:
   • Name: Internal identifier (lowercase, no spaces, e.g., companies)
   • Label: Display name (e.g., "Companies")
   • Description: Optional context for your team
4. Click Create Object

Example Objects

• Companies — B2B customer accounts
• Contacts — Individual people at companies
• Deals — Sales opportunities
• Projects — Client engagements
• Support Tickets — Customer issues

Step 2: Add Fields

Fields define what information you store for each record.

1. Click on your object in the Data Model page
2. Click Add Field
3. Configure the field:
   • Label: Display name (e.g., "Email Address")
   • Name: Internal identifier (e.g., email)
   • Type: Choose from available field types
   • Required: Make it mandatory if needed

Common Field Types

See Field Types for the complete reference.

Step 3: Create Records

Now that your object is defined, add some data.

Manual Record Creation

1. Go to Data Model → All Records
2. Select your object from the tabs
3. Click Create Record
4. Fill in the form fields
5. Click Save

Bulk Import

For adding many records at once:

1. Prepare your CSV or Excel file with column headers matching your field names
2. Select your object
3. Click Import → CSV Import
4. Map columns to fields
5. Review and confirm

Next Steps

• Data Model — Deep dive into objects, fields, and relationships
• Automations — Set up workflows to automate tasks
• Communications — Send emails to your records
• Smart Intake — Capture leads from your website