As your CRM grows, so does the clutter. We’ve heard from countless users: managing custom fields—especially deleting them—can be tedious and frustrating.
That’s why we’re excited to introduce an exclusive, brand-new feature available now in Agent CRM: the Bulk Custom Fields Delete Add-On. This powerful tool lets you clean up unused or outdated custom fields in just a few clicks—saving time, improving organization, and making your CRM more efficient.
Why This Feature Matters
If you’ve ever tried to delete multiple custom fields in Agent CRM, you know the pain: you had to do it one-by-one. Now, with the Bulk Delete Custom Fields tool, you can select multiple fields at once and delete them instantly.
This feature is a game changer if you:
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Have lots of old fields you’re no longer using
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Imported a database that came with unnecessary fields
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Want a fresh start with a cleaner contact record
How It Works (Step-by-Step)
Let’s walk through how easy it is to use the new feature:
✅ Step 1: Open Custom Fields
Navigate to Settings > Custom Fields inside Agent CRM.
✅ Step 2: Select the Fields You Want to Delete
Click the checkboxes next to the fields you no longer need. You can select one, a few, or select all.
✅ Step 3: Click “Delete Fields”
Once your unwanted fields are selected, simply click the “Delete Fields” button.
✅ Step 4: Confirm the Action
You’ll see a message:
“Deleting Fields… Do not leave the page.”
Wait a few moments, and then you’ll receive confirmation that the fields were successfully deleted.
✅ Step 5: Refresh & Reorganize
Return to your Custom Fields panel to confirm. Everything you selected is now gone—and your CRM is cleaner and easier to use.
Why We Built This
Agent CRM is built for insurance agents who value speed, simplicity, and scalability. We understand that you don’t have time to waste clicking one-by-one through cluttered settings screens. That’s why our development team created this add-on—to save you time and make your CRM more efficient.
With just a few clicks, you can now delete dozens—or even hundreds—of unnecessary custom fields at once.
What’s Next?
If you’ve been hesitant to organize your custom fields because of the time commitment, now’s the perfect time to get your account in order.
Use this tool to:
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Delete test fields from training or demos
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Remove outdated fields from previous campaigns
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Clean up imported data
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Start fresh with a clean, organized database
And if you need help setting this up, remember: Agent CRM has live Zoom support available daily. Just visit live.agent-crm.com to hop on with our team.
Ready to Try It?
The Bulk Custom Field Delete Add-On is live inside Agent CRM. No extra cost. No complicated setup. Just click, select, and delete.
👉 Start your free trial now at www.agent-crm.com
