Record and list entry creation templates
We’ve just shipped custom templates for record and list entry creation. This means when creating a record or adding a record to a list, you can now fully customize which attributes are shown, and the order in which they appear.
You can create as many templates as you like from the settings page of any object or list. Your templates are then immediately available when creating a new record or list entry, making it easy to switch between different entry forms for different use cases.
For example, you could create a “MEDDIC” template for the Deal
object to ensure your sales team inputs all the data you need to qualify leads.
You could also build a “Conference attendee” form, so you can rapidly add details of people you meet in-person to a list from the mobile app.