Field types

Dropdown

You can only choose one value so you have to enter mutually exclusive values. Example: Lead source.

Checkbox

You can check more values. More values can be true simultaneously. Example: What are they interested in.

Text box

It cannot be used for statistics and creating lists so it is recommended to use it rarely. You can search for text stored in these fields.

Date and time

You can choose a date from the calendar or enter a specific date. Example: Expected closing.

Number field

It can be used for recording numbers but not for recording sum of money. Example: Expected revenue

File field

It can be used for uploading and recording, for example, contracts, or invoices in PDF format. You cannot create File fields on clients’ contact cards. Example: price offer.