Create a custom object

Use a custom object when the thing you track has its own life: its own fields, its own list, its own stages. If it only describes an existing record, a field is enough.

StepsCopy Anchor Link

1. Go to Settings → Data Model.
2. Click + New object.
3. Fill in the singular name (Contract), the plural name (Contracts), an icon and, optionally, a description.
4. Click Save.

The object appears in the sidebar right away, with its own table view.

Add fieldsCopy Anchor Link

1. In Settings → Data Model, open the object.
2. Click + Add field.
3. Choose a type, for example Date for Payment terms or Currency for Contract value, and save.

Link it to other recordsCopy Anchor Link

To connect contracts to companies, add a relation field. See Create a relation field.

Turn an object offCopy Anchor Link

Toggle the object off in Settings → Data Model. It disappears from the sidebar, and its data is kept. You can turn it back on at any time.