Custom Objects

Settings & Administration

Custom Objects

Overview

Custom Objects extend Lead Fuel CRM beyond standard contacts and deals by letting you create domain-specific data structures. Build custom objects for properties, projects, accounts, or any business entity relevant to your workflow. Each custom object can have unique fields, relationships to other objects, and automation capabilities.

Creating a Custom Object

Define a new custom object type:

Adding Custom Fields

Configure data structure for your custom object:

• Text Fields: Single-line and multi-line text input
• Number Fields: Integers and decimals with optional currency formatting
• Dropdown/Select: Predefined option lists for standardized data entry
• Date Fields: Calendar pickers for date and datetime values
• Checkbox: Boolean yes/no fields
• File Upload: Attachment fields for documents and images
• Relationship Fields: Link to contacts, deals, or other custom objects
• Calculated Fields: Auto-computed values based on other field formulas

Field Configuration

Object Relationships

Connect custom objects to other data:

• One-to-Many: One custom object record links to multiple records in another object
• Many-to-Many: Custom objects can relate to multiple records in either direction
• Contact Links: Associate custom objects with contacts in your system
• Deal Integration: Link custom objects to specific deals or pipeline stages

Tip: Example: Create a "Property" custom object with one-to-many relationship to contacts (one property can have multiple interested buyers).

Using Custom Objects in Workflows

Leverage custom objects in automations and workflows:

• Trigger automations when custom object records are created or updated
• Use custom object data in email templates and communications
• Create tasks and activities linked to custom objects
• Generate reports and dashboards using custom object data
• Set up conditional logic based on custom object field values

Custom Object Views & Lists

Display and manage your custom objects:

Permissions & Access Control

Control who can view and edit custom objects:

• Set default visibility (all users, specific roles, or record owners only)
• Create field-level permissions (some fields read-only for certain roles)
• Restrict custom object creation to administrators only
• Audit all changes to custom object data through activity logs

Tip: Start with essential fields only. Add additional fields later as your team identifies needs. Complex objects with too many fields become difficult for users to navigate.

Need more help? Contact Lead Fuel CRM support for personalized assistance.