Custom Objects Overview

Custom Objects

Kizen's standard objects include Contacts, Companies, and Products. Often times, these are all the objects a company needs to get their account setup. If different objects are needed to fit your business operations, you can setup Custom Objects. Custom Objects allow you to store any type of data in Kizen. 

Custom Objects can be created as Standard Objects or Workflows/Pipelines to store unique pieces of information. 

Custom Objects can be paired with Custom Fields to track all the most important pieces of data. Individual Custom Objects are called Entities. Entities could be sales opportunities, projects, clients, or something else. 

For even more organization, log activities from Entities.

Note: We would not recommend adding a Custom Object if the Contacts, Companies, or Products Objects will meet your company's needs. 

Was this article helpful?
0 out of 0 found this helpful