What are dynamic fields and what are they used for?
In this article we will see an introduction to dynamic fields and we will discover their usefulness in the platform and their importance when managing customer information.
Where can I find this option? → Left side menu → Settings → Dynamic fields What are dynamic fields?
Dynamic fields in Ezzing are configurable elements that allow us to collect and manage specific useful information that we require. These fields are designed to be flexible and adapt to the changing needs of the company and its customers.
What are they for?
The dynamic fields allow us to obtain additional information to that already configured in the platform and we will find them available in various sections of the platform, including dynamic fields for Leads, Clients, Opportunities, Institutions, Partners, Companies, Products and Incidents.
Opportunity-related dynamic fields must be linked to a specific part of the defined flow.
Likewise, we can also make these fields visible, to be completed, in other Ezzing tools such as: Commercial Simulator, Customer Portal or Installer Application.
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