Adding Custom Fields

What this does

Custom fields let you capture additional data beyond the default contact and deal fields. You can add text, number, date, or dropdown fields.

When to use it

Use custom fields when you need to track information specific to your industry or workflow that isn't covered by the built-in fields.

Step by step

1. Go to Settings in the main menu
2. Open the Custom Fields tab
3. Click + Add Field
4. Configure the field:
   • Field Name — a descriptive label (e.g. "Contract Renewal Date")
   • Type — Text, Number, Date, Dropdown, or Checkbox
   • Applies To — Contact, Deal, or both
   • Required — toggle on if the field must be filled in
5. For dropdown fields, add your options
6. Click Save

Tips

• Keep custom field names short and clear
• Use dropdown fields instead of text fields when you have a fixed set of options
• Custom fields appear on contact and deal forms immediately after creation
• You can reorder fields by dragging them in the settings page