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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Create and manage Smart CRM custom fields

Custom fields extend People, Companies, Opportunities, Notes, or Tasks when a business fact has a clear shared meaning that standard CRM fields do not cover.

#Who this is for

Use this guide when your team repeatedly needs the same information but no standard CRM field represents it.

#Create a field deliberately

Open Custom Fields from CRM.
Choose the entity that should own the value.
Search existing fields first.
Use a clear label and select the appropriate field type.
Define consistent options when the type uses choices.
Save, then test the field on one record before asking the team to use it.

Do not create duplicate fields for the same business fact. Brand names and professional terms should remain consistent across labels and choices.

#Use fields in records and imports

Active fields appear on their entity’s forms and can be included when mapping an import. Keep the meaning stable; changing how a field is interpreted makes existing records unreliable.

#FAQ

#Which records support custom fields?

Smart CRM custom fields are managed separately for People, Companies, Opportunities, Notes, and Tasks.

#When should I avoid creating a custom field?

Avoid it when a standard field already represents the fact, the meaning is not shared, or the value belongs only in one contextual note.

Last updated: 2026-08-27

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Use Smart CRM lists, boards, filters, and record views

Choose the list, board, filters, or record view that best fits the customer-management question you need to answer.

Import Smart CRM records from CSV

Import People, Companies, Opportunities, Tasks, or Notes from CSV by selecting the correct entity, mapping columns, reviewing values, and confirming the import.