Say Hello to Smarter Organization: Custom Fields Are Here!

Hi there,

With Custom fields, you can now tailor Cone to fit your unique business needs by adding personalized data fields to any entity—whether it’s contacts, projects, deals, or more. Effortlessly capture and organize the information that matters most to you, filter and report on your custom data, and even personalize proposals with dynamic placeholders

Why you’ll love custom fields:

• Store and track information unique to your workflow, beyond default fields
• Filter, search, and segment your data using your own criteria
• Personalize proposals and emails by auto-filling custom data
• Adapt Cone to your business processes for greater flexibility and efficiency

Learn more about custom fields here

Experience a new level of control and personalization in Cone—get started with custom fields today!