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Lead Custom Fields

Lead Custom Fields attach structured, business-specific data to every lead. They appear in the Lead Detail drawer and are filled in by agents.

Field Types​

  • Text: Free-form notes, names, URLs
  • Number: Revenue figures, deal sizes, quantities
  • Dropdown: Fixed choices (e.g., Starter / Pro / Enterprise)
  • Date: Contract dates, follow-up deadlines
  • Yes / No: Boolean flags (e.g., "Demo Completed?")

Manage Custom Fields​

Add a Field​

  1. Open Settings > Lead Custom Fields.
  2. Click Add Field.
  3. Enter a name and choose a type.
  4. For Dropdown, add your options.
  5. Toggle Required if the field must always be filled.
  6. Click Save Field.

Add Fields

Edit a Field​

Click the pencil icon on any existing field to rename it, change its type, update dropdown options, or toggle the required flag.

Delete a Field​

Click the trash icon and confirm. This removes the field definition and all stored values for that field across all leads.

Field Order​

Fields display in the order they were created. To reorder, delete and re-create in the desired sequence.

Examples​

  • Expected Revenue (Number)
  • Product Interest (Dropdown: Starter, Pro, Enterprise)
  • Industry (Text)
  • Demo Completed (Yes / No)
  • Contract Date (Date)