How to Add Custom Fields

If there are important questions or things that you need to know, this allows you to add them to your leads to be asked by your team

To add custom fields into you Leads, Click on Settings, and from there you will find the first option which is “Lead Info Custom Fields”, Custom fields are input fields you can add and arrange in the Lead Info section for all leads.

From there you can start adding custom fields by clicking on new Custom fields.

You would just need to fill up these details

  • Label- Name of the Field
  • Field Order
  • Type (see items below)
  • Text- Single line text field
  • Number
  • Date
  • Time
  • Drop Down
  • URL
  • Text Area- Multi-Line Text field
  • Phone
  • Email
  • Currency
  • Default Value- You can set a default value as an example.

Once you’ve created the fields that you want, they will all be available inside the Lead Info section.

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