How to Use Custom Fields

Custom Fields allow you to add specific pieces of information related to a contact in the CRM. Once a Custom Field has been added to the system, it will appear in every contact detail page. You can use these Custom Fields to keep track of information that's specific to the business and also use them as reference points in other areas like emails, text messages, notes, and more. 

Follow these steps to create and organize custom fields in your sub-account. This will help you collect and manage contact- or opportunity-specific data efficiently across forms, automations, and more.

Navigate to Settings > Custom Fields

In your sub-account, click on Settings from the left menu, then scroll down and click Custom Fields. This is where you can view existing fields and create new ones for Contacts or Opportunities.

Click on “Add Field”

On the top-right of the Custom Fields screen, click the Add Field button to start creating a new custom field.

Choose the Input Type and Object

Select the field type you want to create—such as Text, Dropdown, Radio, Date, etc. Then under the Object dropdown, Choose Contact if the field should appear in contact profiles. Choose Opportunity if the field should appear in opportunities only.

Fill in Custom Field Details

Enter the Field Name, select a Group (or create a new one), and add Option Names and Values if applicable (e.g., for dropdowns or radios).

Save and Verify Placement

Click Save to create the custom field. For Contact Custom Fields, go to a contact record to see the new field. For Opportunity Custom Fields, go to an opportunity card to see the field under “Opportunity Details.”