Custom fields
Add your own fields to CRM records.
Custom Fields let you capture data specific to your business on records like leads, contacts, companies and deals.
Add a custom field
- Open Custom Fields and choose Add Custom Field.
- Set the Field Label and Field Name.
- Pick the Field Type — for example text, Date or Dropdown (add options for dropdowns).
- Choose which module it applies to and whether it’s required.
- Save — the field now appears on that record type.
Custom fields can be included on imports/exports — pick “Include custom fields” where offered.
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