Creating a Custom Field

  1. Click on the green New button at the top right (or Click Here)

  2. Select Custom Field

  3. Click + Add Field at the top right

    1. Lead Field - This field will appear on your Contacts

    2. Account Field - This field will appear on your Accounts/Companies

    3. Opportunity Field - This field will appear on your Opportunities/Deals

  4. Name your field

  5. For Contact Fields only: Choose where you want your field to be used:

    1. Visible in Contact Manager - Decide whether this field will be visible on your contacts. If you don't tick this option, the field will still be available in Automations, Imports and Exports.

    2. Editable in Contact Manager - Decide whether you would like users to be able to edit this field on individual contacts. If you don't tick this option, the value will be displayed but greyed out. The field can still be edited through Forms and Workflows.

    3. Available when creating Forms - Decide whether this field should be available to add to Forms

    4. Email merge variable - Decide whether you would like to use this field in emails to Contacts, or to be used to decide which Dynamic Email Content to display.

  6. For Opportunity Fields only:

    1. Show On: Select the pipeline that the field should be displayed on (all pipelines or a specific pipeline)

    2. Required: Select if the field should be required when the Opportunity is Created, or Closed with a specific status (Won/Lost/Archived)

  7. Click Create Field

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