Custom Objects

Close has three standard object types: Leads, Contacts, and Opportunities. While these are very versatile, you may need to record data that doesn’t fit into these premade categories. This is where Custom Objects come in.

Custom Objects allow you to store data in a flexible and structured way. Common examples we can use here would be real estate properties, subscription packages, insurance policies, and physical products.

In our samples below, we’ll use a Real Estate Property as an example.

Custom Objects behave similarly to other object types in Close; that is, they are always tied to a specific lead. You can create new instances, edit, delete and search/filter for them.

Plan Limits

Custom Objects are available for members on our Scale or Enterprise (legacy) plan. You may need to upgrade your plan to access this feature.

Creating a Custom Object

Similarly to Custom Activities, before creating an instance of a custom object on a lead page, we have to define its structure by using a Custom Object Type. Common examples of types are:

• Affiliates/Partners
• Real Estate Property
• Store Locations