1. Go to settings of CentraHub CRM, type Field in the search box on the left side of the screen.
2. From the drop-down list of module customization, Click on [Module] field to create a custom field.
3. Click on the Rule in the [Module] field page.
4. Click on New to create a rule for the field (A rule window would open).
Enter the Field Rule name.
Select the checkboxes where the Field Rule has to be applied.
Apply the condition (If you want to add more conditions, click on the + button)
Create the Field-level Rule actions (properties, messaging, alerts and formatting).
5. Click Save.
Get in touch with us for details on setup and additional custom services pricing
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