Customising Your SalesDesk CRM

SalesDesk’s flexible data model lets you customise any object or create new ones in clicks under Settings → Object Manager. Add or remove fields—including videos, images and PDFs—or build a “Marketing Collateral” object by defining its name, icon, default view and an image file field, then start adding records. To tie these back to core CRM data, just drag an “Object” field onto, say, the Task object and link it to your custom “Marketing Collateral.” Voilà—media‑rich, code‑free connections between custom and standard records.