Creating a New Object

Creating your CRM

Your first step into creating your custom CRM experience starts here.

To start, let's create a Task Object. This allows you to create custom tasks to keep track of your needs.

On Rails, we can create a new Object by opening the Admin folder on the left hand bar, and pressing the Add Object button.

After creating the new Object, we can title it and start adding fields. For this example, we will be creating a Task Object, so let's fill in Task for the name.