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Creating custom contact fields

Here's how you can create custom contact fields to track additional details on your contact or company records:

  • Mouse over "Settings" in the navigation bar and select "Custom fields" in the menu.
  • Please note: only admins can create custom fields. If you don't see the option to create custom fields, you'll need to contact an admin on your account.
  • Next, select either "Contacts" or "Companies," depending on which record you'd like to have the custom field.
  • On the next page, click the button near the top of the page "Create new custom field."
  • Enter the desired name and choose the appropriate field type.
  • If you select a dropdown or checkbox list, enter the appropriate options. To the right of each option, select a color to add color-coding if desired.
  • Hit "Create custom field" to add the new field, and once created you can click and drag the new field to reorder it.
  • Not sure which field type to select? Learn more about custom field types here.
  • Repeat this process as needed to create additional fields. Note that you should only create custom fields for data you always, or almost always, collect.
  • Not sure if you should add a custom contact field or a custom pipeline field? Learn more about the differences between contact fields and pipeline fields here.
Next up:
Custom field types
Custom fields, adding new fields, tracking
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