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)
- Go to Settings → Custom fields.
- Click New field.
- 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
- Set the display order to control where the field appears on the contact profile.
- Click Save.
The field immediately appears on all contact profiles in the workspace.
Fill in a custom field value (Agent)
- Open a contact record.
- Scroll to the Custom fields section on the right panel.
- Click the field value and type or select the value.
- 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.
