Add a table

Open Tables in the sidebar and open the Table library.

• Ready-made tables: pick one tuned to your kind of business (Leads, Contacts, Tickets, Invoices, Orders and more). Fields and statuses are already set up.
• Create your own: name it and add the fields you need. Or let ARCHITECT set up the fields and statuses for you: describe the table and approve its plan.

Table settings

Open a table's settings to change:

• Fields: the columns. Types include text, numbers, currency, dates, single and multi-select, checkboxes, email, phone, URL, attachments and links to records in any table.
• Statuses: the stages a record moves through, like New › Contacted › Won. Every table needs at least one.
• General: the table's name, description, the label of its main column, and its Primary owner agent. With no owner, nobody picks up its records.

Ready-made agents often bring their own tables when you hire them.