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Custom fields extend lead data beyond standard contact information. They’re organization-wide - all members see and can use the same fields. Field definitions are managed by Owners and Admins, but any member can edit field values.
Field Types
Text
Single-line text input. Use for: company name, job title, short notes.
Textarea
Multi-line text input. Use for: detailed notes, descriptions, comments.
Number
Numeric values with optional min/max constraints. Use for: age, company size, revenue, quantities.
Date
Date picker with validation. Use for: birth date, sign-up date, important dates.
Dropdown
Single selection from predefined options. Use for: industry, lead source, product interest, status categories.
Multiselect
Multiple selections from predefined options. Use for: interests, product categories, skills, multiple tags.
Boolean/Checkbox
Yes/No values. Use for: newsletter subscription, terms accepted, feature flags.
Email
Email address with format validation. Use for: secondary email, work email.
Phone
Phone number with formatting. Use for: work phone, alternative phone.
URL
Web address with validation. Use for: website, LinkedIn profile, social media links.
Creating Fields
- Navigate to Settings → Custom Fields
- Click “Add Custom Field”
- Configure:
- Field Name: Internal identifier (lowercase, underscores, cannot change after creation)
- Field Label: Display name (user-friendly, can change)
- Description: Help text shown in forms
- Required: Whether field must have a value
- Type-specific options: Based on field type (options for dropdown/multiselect, min/max for number, etc.)
- Save field
Permissions: Only Owners and Admins can create/edit/delete field definitions. All members can use fields and edit values.
Field Management
Edit Field
Modify label, description, required status, and type-specific options. Cannot change field name or type after creation.
Warning: Changing field type may cause data loss. Create a new field instead.
Deactivate Field
Temporarily hide field from forms. Existing values preserved. Can reactivate later.
Delete Field
Permanently remove field and all values. Cannot be undone. Use deactivate instead if you may need data later.
Field Ordering
Reorder fields to control display order in lead forms. Important fields first.
Usage
Custom fields appear in:
- Lead creation form
- Lead edit form (sidebar on detail page)
- Bulk edit form
- CSV import mapping
In Lead Lists
- Add custom field columns to table
- Filter by custom field values
- Sort by custom field values
- Search includes custom field content
In Segments
Use custom fields in segment rules to create dynamic segments. Example: “Industry equals Technology” or “Company Size greater than 100”.
In Campaigns
Reference custom fields in message variables for personalization: {{custom_fields.company_name}} or {{custom_fields.industry}}.
Permissions
Field Definitions:
- Owner/Admin: Create, edit, delete, reorder fields
- Member: Cannot modify field definitions
Field Values:
- All Members: Can view and edit values for any organization lead
- Changes logged in lead activities
Best Practices
- Plan Before Creating: Think about what data you need and how it will be used
- Use Appropriate Types: Choose types that match your data (dropdown for limited options, text for open-ended)
- Keep It Simple: Don’t create too many fields - focus on essential data
- Use Descriptions: Help team members understand what to enter
- Set Required Sparingly: Only require truly essential fields
- Use Dropdowns: Limit options with dropdown/multiselect for consistency
- Regular Review: Deactivate unused fields, remove obsolete ones
Common Use Cases
B2B Sales: Company name, industry, company size, revenue, decision maker, pain points
E-commerce: Product interests, purchase history, cart value, preferred categories
Service Businesses: Service type, budget range, timeline, location, referral source 
