What Are Packs?
Packs are bundles of fields you can add to all your contacts:- Google Contacts Pack — Standard fields from Google
- LinkedIn Pack — Professional fields from LinkedIn
- Relationship Pack — How you met, relationship type
- Custom Pack — Fields you define
Adding a Pack
1
Open CRM Packs
Go to Settings → CRM → CRM Packs.
2
Browse available packs
See what packs are available.
3
Enable a pack
Toggle on the packs you want.
Available Packs
Google Contacts Pack
Standard contact fields:- Phone numbers (mobile, work, home)
- Addresses
- Websites
- Notes
LinkedIn Pack
Professional fields:- Headline
- Current company
- Past experience
- Education
- Skills
Relationship Pack
Track how you know people:- How you met
- Relationship type (colleague, friend, client)
- Introduced by
- First interaction date
Custom Fields
Create your own fields:1
Open custom fields
Go to CRM Packs → Custom Fields.
2
Add a field
Click Add Field.
3
Configure the field
- Name — What to call it
- Type — Text, date, dropdown, etc.
- Options — For dropdowns, the choices
4
Save
The field is now available on all contacts.
Field Types
| Type | Use for |
|---|---|
| Text | Free-form notes |
| Date | Important dates |
| Select | Fixed options (e.g., “Client”, “Partner”) |
| Person | Link to another contact |
| Link | URLs |