Episode Details

In this episode of KeyConnectAI: The Revenue Playbook we walk through an update to custom fields in KeyConnect AI CRM that streamlines how teams capture tailored customer data. The revamped interface adds visual cues to identify unique or searchable fields, lets you toggle object views (Contacts, Opportunities) while building fields, and includes a live preview so you can see how a field will appear before saving. Creating fields is simplified with clearer setup steps and folder organization. For marketers, sales teams, and agencies this means fewer configuration errors, faster rollouts, and more consistent, searchable data across records—making it easier to scale data collection and improve targeting and reporting. Learn more about KeyConnect AI CRM at https://keyconnectai.com/