Custom fields

How Admins create custom contact fields and agents fill them in on contact profiles.

Custom fields let you track information about contacts that isn’t covered by the built-in fields. An Admin defines the field structure; agents fill in values on each contact.

Create a custom field (Admin)

1. Go to Settings → Custom fields.
2. Click New field.
3. Fill in:
   • Label — the display name shown on the contact profile (e.g. “Lead source”, “Annual revenue”)
   • Key — a short programmatic identifier, auto-generated from the label (e.g. lead_source)
   • Type — Text, Number, or Date
4. Set the display order to control where the field appears on the contact profile.
5. Click Save.

The field immediately appears on all contact profiles in the workspace.

Fill in a custom field value (Agent)

1. Open a contact record.
2. Scroll to the Custom fields section on the right panel.
3. Click the field value and type or select the value.
4. Changes save automatically.

Field types

Type	Use for
Text	Short strings — source, category, account manager name
Number	Numeric values — deal size, number of employees, order count
Date	Dates — contract renewal date, last follow-up date

Use cases

• Lead source (Text) — track where each contact came from: referral, website, trade show
• Contract value (Number) — store the value of an active deal
• Renewal date (Date) — know when to follow up before a contract expires
• Account tier (Text) — segment contacts as Gold, Silver, Bronze for prioritization

Delete a custom field

Go to Settings → Custom fields, find the field, and click Delete. Deleting a field removes the field definition and all values stored for it across every contact. This cannot be undone.

Deleting a custom field permanently removes all stored values for that field. Export your data before deleting if you need to preserve the values.