See Custom Fields in action within Portfolio Companies Report:
In the video above, you will learn how to create Custom Fields for various use cases, including:
- Adding a “Text” Custom Field for company DBA
- Creating a “Select” Custom Field to tag lead partners
- Adding a “Numerical” Custom Field to track company ARR
Pro Tip: Include the date or timestamp in the column header to track the as-of date for your Custom Field inputs
Want to understand more use cases? Go here to discover more.