- Go to Settings → Advanced Fields.
- Add any new fields you need (e.g., “Due Diligence Date,” “Financing Deadline”).
- Once you save, these fields become available in your Transaction Kits.
- In a Kit, you can link tasks/emails to these custom fields (e.g., “5 days after Due Diligence Date”).
Note: If you’re mid-transaction and need to add a brand-new date field, do so in Advanced Fields first. Then you can update the active transaction’s details afterward.