Help Center

What Are Custom Fields?

Custom fields allow you to collect and store information beyond the standard details like name, email, and phone number. They help tailor your CRM to your specific business needs by capturing unique data points relevant to your contacts or sales opportunities. You can use custom fields across forms, surveys, pipelines, workflows, automations, and smart lists to enhance how you manage and interact with your data.

Key Benefits of Custom Fields

Custom fields bring flexibility and structure to your CRM, enabling you to:

Gather business-specific information, such as budget range or referral source.
Organize contact and deal details more efficiently.
Personalize email and SMS messages using merge fields.
Build precise smart lists and workflow filters.
Display critical data directly in records and pipeline views.
Group related fields into folders for a cleaner layout.

Contact vs. Opportunity Custom Fields

It’s important to choose the right field type, as contact and opportunity fields serve different purposes and appear in different parts of the CRM.

Contact Custom Fields

Contact fields are attached to individual people and are ideal for information like:

Buyer or seller type
Birthday
Preferred contact method
Referral source
Business website

These fields can be used in contact records, forms, surveys, contact workflows, smart lists, and email or SMS personalization.

Opportunity Custom Fields

Opportunity fields belong to specific deals or sales opportunities and are suited for details such as:

Budget range
Property type
Deal urgency
Timeline to close
Sales stage information

They appear in opportunity records, pipeline views, opportunity workflows, and deal reporting or automation.

Note: Once a field is created as a contact or opportunity field, it cannot be changed to the other type.

Organizing Custom Fields with Folders

Folders help you group related fields together, making records easier to navigate and more organized. Folders appear directly within record layouts.

Examples of folder names include:

Buyer Information
Property Details
Sales Qualification
Appointment Preferences

Creating a Folder

To create a folder:

Go to Settings.
Navigate to Custom Fields.
Use the object selector to choose the relevant object.
Open the Folders tab.
Click Create Folder.
Enter a name for the folder.
Save the folder.

After creating folders, you can assign fields to them for better organization.

How to Set Up Custom Fields

Follow these steps to create and manage custom fields:

Navigate to Settings → Custom Fields.
Use the object selector at the top of the page to choose the object you want to manage.
Stay on the Fields tab to view existing fields or create new ones.
Click Create Field in the top-right corner.
Select the field type you wish to create.
Fill in the field details, including the field name and folder assignment if desired.
Review the live preview to confirm how the field will appear.
Click Create Custom Field to save.

Using the Custom Fields Page

The Custom Fields page features an updated layout for efficient management:

Use the object selector to switch between supported objects.
The Fields tab lets you view and manage custom fields.
The Folders tab allows you to create and organize folders.
Sort the table by column to find fields quickly.
Use icons in the field list to identify special field states.

Frequently Asked Questions

Can I convert a contact field into an opportunity field (or vice versa)?

No. Once a field is created, its object type cannot be changed. You must recreate the field under the correct object.

What types of fields can I create?

You can create various field types, including Short Text, Long Text, Dropdowns, Date Pickers, Phone, Email, Radio Selects, Checkbox Groups, URLs, and more.

Why don’t my fields show in a form or workflow?

Ensure the field’s object type matches its use case. Only contact fields appear in forms and contact workflows.

The Dropdown (multiple) field supports many options (50+), with no practical limit.

How to Use Custom Fields