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Create Custom Date Fields

Create Custom Date Fields

Written by Clu Connors

Updated over 5 years ago

To create custom dates such as App Submitted Date or X-Date, go to Settings> EMAIL, COLUMNS, CALENDAR & OTHER SETTINGS

Scroll down to Custom Date Fields and enter the names of the date fields to create. Scroll Down and Save.

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Go to the lead/client file and you'll see the option to set their custom dates.