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Reference Fields in servis.ai are designed to create connections between different Apps, enabling seamless navigation and data organization. In a B2B sales environment, for example,

This field lets you pull specific information from other Apps, helping you reference existing data without re-entering it. This keeps your data consistent across all

You can learn how to create a new Form Field from this article. This field provides a dropdown menu listing all records from a selected App.

Servis.ai is completely customizable and this includes the different Sales Stages that exist within your Sales pipeline, but not only that, since you can create

You can learn how to create a new Form Field from this article. Text fields are versatile and can store various types of information, including:

You can learn how to create a new Form Field from this article. A URL field is designed to store website li You can learn

The Schedule field is a unique field type that does not store any values but instead enables users to perform specific actions. It is particularly useful

You can learn how to create a new Form Field from this article. The Email List field allows you to store several email addresses within one field.