Custom Object Profiles
Configure data objects for maximum focus
Configure data objects for maximum focus
Configure data objects for maximum focus
Viewing objects, like your Companies or Projects, should let you quickly focus on what matters to you. Custom Object Profiles allow you to customise what data to see for your use case, and can be dynamic to the user looking (AE vs. CSM) or the type of object (Prospect vs. Customer).
Highlights
Custom Profile Templates
Ability to bring in any Page type directly on the object profile to create natural workflows, eg templated presentations (eg, QBR) or documents (eg, Account Plan)
Custom create form for minimal clicks in the daily workflows
What's new
What's new
Power your every process.
Discover the full power of Custom Object Profiles
Discover the full power of Custom Object Profiles
Discover the full power of Custom Object Profiles
Discover the full power of Custom Object Profiles
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by