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Objects enable you to organize, filter, and visualize information according to your operational needs, greatly enhancing data management. The Objects section lets you access and manage all Standard Objects (Contacts, Opportunities) and Custom Objects you create. Navigate to Settings > Objects to get started.
Objects

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Standard objects

Standard objects are the built-in data models in your account:
  • Contacts — individual people or organizations you track
  • Opportunities — potential deals or sales in your pipelines
  • Companies — business entities associated with contacts
You can rename standard objects to match your industry terminology — for example, renaming “Contacts” to “Patients” or “Clients”.

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Renaming standard objects

  1. Go to Settings > Objects.
  2. Click on the standard object you want to rename.
  3. Click Rename and enter the new display name.
  4. Save — the new name appears throughout your account.

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Custom objects

Custom Objects offer a versatile solution for managing data structures beyond standard contact or opportunity records. This feature empowers you to organize, filter, and visualize data in alignment with your specific operational requirements. Common use cases:
  • Properties (for real estate businesses)
  • Vehicles (for auto dealerships)
  • Projects (for teams or service businesses)
  • Equipment (for maintenance businesses)
  • Locations (for multi-location businesses)

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Creating a custom object

1

Navigate to Objects

Go to Settings > Objects and click Create Object.
2

Name your object

Enter a singular and plural name for the object (e.g., “Property” / “Properties”).
3

Add fields

Add the custom fields your object needs. Choose from text, number, date, dropdown, and other field types.
4

Configure associations

Set up associations to link your custom object to contacts, opportunities, or other objects.
5

Save and publish

Save your object configuration. It will appear in your account navigation and can be associated with contact records.
Custom object creation

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Object associations

Associations create relationships between different record types. For example, you can associate a custom “Property” object with a contact record to track which properties a client is interested in.
Link contacts to each other to represent relationships such as spouse/partner, employer/employee, or referrer/referred.
  1. Go to Settings > Objects.
  2. Select Contacts.
  3. Click Associations and enable Contact-to-Contact.
  4. Define the relationship type labels.
Associate a custom object with opportunities to link deals to specific records in your custom data model.
  1. Go to Settings > Objects.
  2. Open your custom object.
  3. Click Associations and add an association to Opportunities.
  4. Configure the association type and labels.

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Company settings

The Company object is a special standard object that allows you to group multiple contacts under a single business entity. Configure company settings in Settings > Objects > Company. Key features:
  • Associate multiple contacts with a single company record
  • Track company-level fields (industry, size, website)
  • View all contacts from a company on the company record page
Object associations

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Smart lists for custom objects

Create smart lists filtered by custom object field values to build targeted views of your data.
  1. Navigate to your custom object’s list view.
  2. Click Create Smart List.
  3. Add filter conditions based on the object’s fields.
  4. Save the smart list for quick access.

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Audit logs for custom objects

Each custom object has its own audit trail showing changes made to records within that object. Access it by opening the custom object in Settings > Objects and clicking Audit Logs.
Last modified on March 7, 2026