Custom objects is a Product allowing you to add supplementary information within Upsales.

For example, maybe you lease an item as well as sell it. You may need a way to separate the two in your company cards.

How to add a custom object

1. If Custom objects is not already under Settings → Account, contact us to request the custom objects Product
2. Go to Settings → Account → Custom objects. Only administrators can see this page:
   
   
    
3. Click New object, give your custom object a name and choose where it'll be connected under Connect to (Company, Contact or Campaign). You can change the name later, but not the connection:
   
   
    
4. Depending on your choice in Step 3, your custom object now appears when you click Add or Create in the company card, contact card, or campaign card:
   
   
   
   
   
    

An account can have up to four custom objects. When all four are in use, the New object button is no longer shown. Deleting a custom object also removes all data stored in it.