How to Add Custom Fields

As a user, you can easily keep track of important questions and information about your leads by adding them to your profile. This enables your team to ask the right questions and gather the necessary details during follow-up interactions.

For more detailed instructions, please refer to the article provided.

Step 1 – Go to Settings

Customize your Leads by adding fields that are important to you. Simply click on Settings, select “Lead Info Custom Fields,” and easily add or arrange input fields to the Lead Info section for all your leads.

Step 2 – Click “New Custom Field”

Click on “New Custom Fields” to add personalized information.

Simply fill in your details

  • Label – Name of the field
  • Field order
  • Type
  • Text – Single line text field
  • Number
  • Date
  • Time
  • Drop Down
  • URL
  • Text Ara – Multi-line text field
  • Phone
  • Email
  • Currency
  • Default Value – You can set a default valu as an example

Step 3 – Create

Access all your desired fields easily in the Lead Info section after creating them

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!