Custom fields enable the ability to store additional information under leads, customers, and contacts. These additional fields can be used in import field mapping and placeholders.

The available field types are:

Adding a custom field

To add a custom field, select my agency (gear icon) > manage custom fields. Here, you can add a custom field to leads (information, quotes, opportunities), customers, and contacts. You can also field map your custom fields between leads and customers.

Adding a custom field while in a file

Leads

From your lead manager, select any lead from the pipeline view and select the "i" (more information) icon in the action menu. Select the gear icon (located in the top-right corner of the lead information, quotes, opportunities, and details section), and select "add a new field." Define the field title and type. Additional settings include whether to add this field to customers and 'add new lead' entry. Once created, the field will be togglable to apply to personal and/or commercial. Once added, this field will appear for all leads pertaining to the business type elections (personal, commercial, or both).

Customers

Select a customer from your customer list and select the gear icon (located in the top-right corner of the customer info) and select "add a new field." Once added, this field will appear for all customers.

Contacts

Access a contact from any lead or customer file and select the gear icon (located in the top-right corner of the contact information). Select "add a new field." Once added, this field will appear for all contacts.