Build your own objects
Build your own object, such as production batches, with its own fields and records, right from the sidebar.
What you will learn
- Create the object
- Click the plus next to Records and start from a template or from scratch. Name it and describe the fields you want in plain words.
- Fields built for you
- PromptLab builds the fields with the right types, adds a few sample records and gives the object its own place in the sidebar.
- Use it like any page
- Make fields required, add your own, create records linked to accounts, and filter, sort and save views. Rename or delete it in Settings, under Objects.
Organize your data
5 lessonsApprox. 11 min
Your progress0%
Related articles
- Custom objectsBuild your own kinds of records, such as plant sites or trade shows, with their own fields and views, from a template, a spreadsheet or a description.
- CRM AutofillAdd a field to any table, describe in plain words what it should contain, and PromptLab fills it for every row — and for every new record from then on.
- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.