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Adding Custom Field To Lead

By default, the Leads page includes a set of standard fields. However, if you need to track additional details—such as a lead's service interest or preferred appointment time—you can create custom fields to capture this information.

This guide walks you through adding and displaying custom fields in the Leads page.

Step 1: Navigating to Custom Fields Settings​

  1. Click on Settings in the main menu.
  2. Select Custom Fields from the settings options.
  3. Click on the Groups tab to view existing custom field groups.

Note: Custom field groups help you organize related fields together. You can create new groups if needed, but for this example, we’ll use an existing group.

Step 2: Creating Custom Fields​

To add new custom fields:

  1. Go to the All Fields tab.
  2. Click Add Field to create a new custom field.

Example 1: Creating a "Service Interest" Field​

  • Field Name: Service Interest
  • Object: Lead
  • Group: Choose an existing group or create a new one
  • Type: Multi-Select
  • Options:
    • Beginner Course
    • Intermediate Course
    • Expert Course
  • Click Create

Example 2: Creating "Preferred Date" and "Preferred Time" Fields​

  • Preferred Date
    • Type: Date
  • Preferred Time
    • Type: Time

Repeat the steps above to create both fields and click Create after each one.

Step 3: Using Custom Fields in Leads​

  1. Go to the Leads Page and open your preferred pipeline.
  2. Click New Lead.
  3. Click Hidden Fields to view all available custom fields.
  4. You will now see the custom fields (Service Interest, Preferred Date, Preferred Time).
  5. Fill in the details and click Create to save the lead.

Note: Initially, the new custom fields will not appear in the main Leads table.

Step 4: Enabling Custom Fields in the Leads Table​

To display the new fields in the Leads table:

  1. Go to Settings > Pipelines.
  2. Select the pipeline you want to edit.
  3. Click on Data Fields.
  4. Locate your newly created custom fields (Service Interest, Preferred Date, Preferred Time).
  5. Toggle them ON and click Save.
  6. Go back to the Leads page and refresh.

Your custom fields will now be visible in the Leads table.

Step 5: Editing Custom Field Groups​

If you want to rename a custom field group:

  1. Go to Settings > Custom Fields.
  2. Click on Groups and find the group you want to rename.
  3. Click Edit, update the name, and save.
  4. The new group name will automatically update in the Leads page.

Summary​

Now you can add and organize custom fields in the Leads page to track essential lead details. Custom fields allow you to tailor your CRM to your business needs, ensuring you capture the right information efficiently.

If you have any questions, feel free to reach out! 🚀