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Add Custom Fields to Leads

Create custom fields to track additional details on leads, such as service interest or preferred appointment time.

Create the custom field​

  1. Go to Settings > Custom Fields.

  2. Go to the All Fields tab and click Add Field.

  3. Fill in the field details:

    • Field Name — e.g., "Service Interest"
    • Object — select Lead
    • Group — select an existing group or create one under the Groups tab
    • Type — select the appropriate type (e.g., Multi-Select, Date, Time)

  4. If using Multi-Select, add the options (e.g., Beginner Course, Intermediate Course, Expert Course).

  5. Click Create.

Display the field in the Leads table​

New custom fields are hidden from the Leads table by default. To display them:

  1. Go to Settings > Pipelines and select your pipeline.

  2. Click the Data Fields tab.

  3. Toggle ON the custom fields you want to show.

  4. Click Save and refresh the Leads page.

Rename a custom field group​

  1. Go to Settings > Custom Fields > Groups.

  2. Click Edit on the group, update the name, and save.