Custom Values- How To Use Custom Values

This article explains how to create and utilize custom values in your CRM for offers, logos, and more, enhancing your marketing efforts across emails, SMS, and web pages.

Custom Values - Merge Fields

This article provides a comprehensive guide on using custom values in your CRM to enhance personalization and efficiency across various communications and workflows, spanning categories like user details, appointments, messages, and more.

Custom Values - Adding Custom Values

This article guides you on how to add, edit, and manage custom values within your CRM, helping you tailor system operations to your specific needs for improved efficiency and customization.