Navigate to:
Setup → Custom Fields
Here, you’ll see a list of all existing custom fields, including details like:
Which section the field belongs to (e.g., Leads, Deals)
Field type (input, dropdown, checkbox, etc.)
Visibility settings
Who created the field
Click the blue “+” button or “Add New” to open the field creation form.
Here’s how to configure it:
Field | Description |
Field Belongs to | Choose (e.g., Leads, Customers) where this field should appear. |
Field Name | Enter a label for your field (what users will see). |
Type | Select the input type (text box, dropdown, checkbox, etc.). |
Default Value (optional) | Set a pre-filled value if needed. |
Order | Determines display position (lower numbers show first). |
Grid (Bootstrap Column eq.) | Controls field width on the form. Max is 12 (full width). |
Disabled | Check to disable the field without deleting it. |
Restrict visibility for administrators only | Makes this field visible only to admins. |
Required | Enforces data entry in this field. |
Show on table | Makes this field visible in list views. |
Once you’re done, click Save to apply changes.
You can create different field types like dropdowns, dates, checkboxes, or plain text input — whatever fits your workflow.
Use “Show on table” if you want the data to be quickly visible in list views.
If a field becomes outdated, use the “Disabled” option instead of deleting it, to preserve historical data.
Add a “Source” field to leads to track where they came from.
Use a “Client Tier” dropdown in the Customers.
Add internal-only notes with admin-only visibility.
