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Custom Fields Module

What This Is​

The Custom Fields module lets you add extra fields to collect information your business needs. A field is a place where users enter data, such as text, number, date, or dropdown selection.

For example, you can add a field called Preferred Location or Franchise Budget.

When To Use It​

Use Custom Fields when you want to:

  • Store information that is not available in the default CRM fields.
  • Customize contact, opportunity, or business records.
  • Create dropdowns, date fields, number fields, or text fields.
  • Group related fields into folders.
  • Collect better information for sales, reports, or workflows.
Custom fields list pageCustom fields list page

What You Can Do​

In the Custom Fields module, you can:

  • Create new fields.
  • Choose the field type.
  • Edit or clone existing fields.
  • Delete fields that are no longer needed.
  • Organize fields into folders.
  • Switch between list and card views.

Basic Workflow​

  1. Open Settings > Custom Fields.
  2. Click Add Field.
  3. Enter the field name.
  4. Choose the field type.
  5. Select a folder if needed.
  6. Save the field.

Example​

If your sales team needs to know a lead's budget, create a custom field called Budget Range. The team can then store that information directly on the contact or opportunity.

Notes​

  • Choose field names that are easy to understand.
  • Pick the correct field type before saving.
  • Be careful when deleting fields because other records may depend on them.