> ## Documentation Index
> Fetch the complete documentation index at: https://docs.askorbit.co/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Packs

> Customize what you track about contacts

CRM Packs let you add custom fields to track whatever matters for your relationships.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/crm-packs-overview.png" alt="CRM Packs panel showing available packs" />
</Frame>

## 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

<Steps>
  <Step title="Open CRM Packs">
    Go to Settings → CRM → CRM Packs.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/crm-packs-settings.png" alt="CRM Packs in settings" />
    </Frame>
  </Step>

  <Step title="Browse available packs">
    See what packs are available.
  </Step>

  <Step title="Enable a pack">
    Toggle on the packs you want.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/crm-packs-enable.png" alt="Enabling a CRM pack" />
    </Frame>
  </Step>
</Steps>

## 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:

<Steps>
  <Step title="Open custom fields">
    Go to CRM Packs → Custom Fields.
  </Step>

  <Step title="Add a field">
    Click **Add Field**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/crm-packs-custom.png" alt="Adding a custom field" />
    </Frame>
  </Step>

  <Step title="Configure the field">
    * **Name** — What to call it
    * **Type** — Text, date, dropdown, etc.
    * **Options** — For dropdowns, the choices
  </Step>

  <Step title="Save">
    The field is now available on all contacts.
  </Step>
</Steps>

## 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                                      |

## Using Fields in Workflows

Reference custom fields in workflows:

```
Find all contacts where relationship type is "Client"

Show me people I met at conferences
```