Custom Fields
Add custom data fields to capture information specific to your business.
Setting Up
- Go to Settings → Custom Fields
- Enter a field name
- Choose a field type
- Select what it applies to (Contact, Deal, or Company)
- Click Add Field
Field Types
| Type | Use For |
|---|---|
| Text | Short text input |
| Number | Numeric values |
| Date | Date picker |
| Dropdown | Select from predefined options (comma-separated) |
| Checkbox | Yes/No toggle |
| URL | Web links |
Where They Appear
Custom fields appear on the contact/deal/company detail pages in a dedicated "Custom Fields" section.