CRM Field & View Setup
Learn how to customize your CRM table layout, card layout, add custom fields, and organize your lead management workspace to match your business needs.
Overview
Transform the default CRM into a powerful, customized lead management system tailored specifically for your business. This comprehensive setup process allows you to create fields, design layouts, and configure workflows that match exactly how your team operates.
What You’ll Accomplish:
- Design custom fields for your specific business data
- Organize table and card layouts for optimal workflow
- Set up field types (text, dropdowns, dates) that match your needs
- Create an efficient interface that your entire team will use daily
Setup Process Overview
The CRM customization involves 3 main phases:
Field Creation & Configuration
Access settings, create custom fields, and configure field types to capture all the data your business needs
Layout Design & Organization
Organize your fields into an efficient workspace with proper sizing and logical grouping
Team Setup & Collaboration
Invite team members and configure their access to your newly customized CRM
What You Can Customize
Field Types
Available Field Types:
| Field Type | Best For | Features |
|---|---|---|
| Text Fields | Names, notes, descriptions | Free-form input, searchable |
| Datetime Fields | Appointments, follow-ups | Date/time picker, sorting |
| Dropdown Fields | Status, categories | Color-coded options, filtering |
| Inline Dropdown | Quick selections | Visible buttons, one-click updates |
Custom Field Examples:
- Budget Range, Priority Level, Industry Type
- Appointment Date, Follow-up Required, Decision Maker
- Meeting Notes, Timeline, Pain Points
Before You Start
Prerequisites
Setup Requirements:
- Admin access to your Raion Hub workspace
- Laptop or desktop computer for initial setup (mobile has limitations)
- Clear business requirements - know what fields and data you need to track
- Team input - consider what information your team needs to see daily
Planning Your CRM
Questions to Consider:
- What information do you need to track for each lead?
- How does your sales/service process work?
- What fields do team members need to see immediately vs. detailed view?
- Do you need dropdown options for consistency (status, priority, etc.)?
Common Business Scenarios:
Sales-Focused
Sales-Focused Business:
Essential Fields:
- Budget Range (dropdown)
- Decision Maker (text)
- Timeline to Purchase (dropdown)
- Competitor Analysis (text)
- Deal Value (text)
- Close Date (datetime)
Workflow Considerations:
- Pipeline stages in table header
- Meeting notes in expandable section
- Quick status updates via inline dropdowns
Time Investment
Expected Setup Time:
| Phase | Duration | Complexity |
|---|---|---|
| Field Creation | 15-30 minutes | Plan fields carefully for best results |
| Layout Design | 10-20 minutes | Test different arrangements |
| Team Setup | 5-15 minutes | Depends on team size |
| Testing & Refinement | 15-30 minutes | Test with real data |
Total Time Investment: 45-95 minutes for complete setup
Success Metrics
After completing CRM setup, you should achieve:
Team Efficiency
Team Efficiency Gains:
✅ Faster Data Entry: Custom fields match your exact workflow
✅ Reduced Training: Intuitive interface designed for your business
✅ Quick Updates: One-click status changes and priority updates
✅ Better Organization: Logical field grouping and layout
✅ Mobile Productivity: Optimized for both desktop and mobile use
Important Notes
Critical Reminders:
- Changes affect all team members - plan collaboratively when possible
- Don’t delete fields with existing data - hide them instead to preserve history
- Test thoroughly - try the layout with real lead data before finalizing
- Mobile limitations - use laptop/desktop for initial setup, mobile for daily use
- Start simple - you can always add more fields and complexity later
Ready to Begin?
Start with field creation to build the foundation of your custom CRM:
- Step 1: Field Creation & Configuration – Configure custom fields for your workflow
- Step 2: Layout Design & Final Setup – Design your CRM interface
- Step 3: Inviting Team Members – Add team members to collaborate