Here is a quick video https://www.loom.com/share/b163d1173bdd4c4bafbc1a93dbb963ea
Custom Values are a quick and easy way to input information on texts, emails, or a funnel.
Let's say you're running a funnel and it needs to have a date on it. Maybe you're planning to send out an email and a text and both of those messages also need to have the same date on them.
You can simply use a custom value, and it would save you time!
In the screenshot below, I made a custom value called, "Date" and I put the date inside the value field.
Now, SaaSFlow CRM has created a custom value for me. I can use this custom value on emails, texts, funnels, etc and the value I placed in it will appear for the customer!