Getting Started with Custom Objects
10 articles62 explained images
Getting Started with Custom Objects
Custom Objects let you model anything your business tracks that doesn’t fit neatly into Contacts, Companies, or Opportunities . They’re ideal when your CRM needs to reflect real-world entities, relationships, or…
3 minCreating and Editing Custom Objects
Create and manage Custom Objects in GHL Customer Care to model data beyond Contacts and Opportunities—like Properties, Pets, Cases, or Vehicles. This guide shows where Custom Objects are supported across the app, how to…
5 min8Creating and Updating Custom Object Records
This support document provides a detailed guide on how to create and update custom object records within the platform. If you're managing various custom objects like pets, cars, or any other custom data entities, this…
3 min12Custom Objects - Real Estate Case Study
Custom Objects let real estate teams model “Property” and related entities in a flexible way. This article provides a concise, real‑estate–specific overview of using Custom Objects in GHL Customer Care. TABLE OF CONTENTS…
2 min6Using Custom Objects in Workflow Actions and Triggers
Custom Objects are now live in workflows! This new feature empowers users to create object-specific workflows. Now seamlessly trigger workflows based on custom object-related triggers and define a series of actions to…
2 min3SmartLists for Custom Objects
TABLE OF CONTENTS Overview What's New? How to Use SmartLists Best Practices Related Articles Overvie w We're excited to introduce SmartLists for Custom Objects ! Now you can easily create, save, manage, and share…
2 min12Custom Objects In All Plans + Higher Limit
Tailor GHL Customer Care to your unique business needs with Custom Objects. As of the October 2025 release, every subscription tier (Starter, Unlimited, Pro) can create up to 10 Custom Objects per location. TABLE OF…
3 min4Notes on Custom Objects in GHL Customer Care
Notes on Custom Objects allow teams to capture and manage record-specific context directly within Custom Object records in GHL Customer Care. With the same Notes experience available on Contacts and Opportunities, users…
3 min4Custom Object Templates: Pre-Built CRM Setup in One Click
Custom Object Templates help you create industry-specific CRM structures in GHL Customer Care without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and…
4 min6Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks
Bulk delete gives you a faster way to remove multiple Custom Object, Company, or Task records from GHL Customer Care without deleting each record one at a time. This is especially helpful after imports, cleanup projects…
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