Custom Fields Guide
Extend your CRM with custom fields tailored to your business. Capture exactly the information you need with various field types and validation options.
Why Custom Fields?
Business-Specific Data
Every business is unique. Capture industry-specific information, internal classifications, or any data points that matter to your operations.
Better Organization
Use custom fields to segment, filter, and organize contacts in ways that make sense for your workflow and reporting needs.
Enhanced Automation
AI agents can update custom fields during calls, automatically capturing and organizing information without manual data entry.
Flexible Reporting
Create detailed reports and analytics based on your custom fields to gain insights specific to your business metrics.
Field Types
Text Field
Single line text input
Use Cases:
Company Name, Job Title
Field Preview:
Creating Custom Fields
Creating a Custom Field
Step 1: Basic Information
Internal identifier (no spaces)
What users will see
Field Management
Managing Custom Fields
| Field Name | Label | Type | Required | Actions |
|---|---|---|---|---|
| industry | Industry | select | Yes | |
| deal_size | Deal Size | number | No | |
| renewal_date | Renewal Date | date | No | |
| is_priority | Priority Customer | boolean | No |
Custom fields are available across all contacts and can be used in filters
Best Practices
Plan Your Fields
- Think about what data you need before creating fields
- Use consistent naming conventions (snake_case)
- Group related fields logically
- Consider future reporting needs
Field Design
- Use descriptive labels that users understand
- Add help text for complex fields
- Make only essential fields required
- Choose appropriate field types for data
Select Fields
- Keep option lists concise and clear
- Order options logically (alphabetical or by frequency)
- Use consistent formatting across options
- Consider using multi-select for flexibility
Integration
- Use field names that work well with APIs
- Document custom fields for your team
- Test fields with sample data first
- Consider validation rules for data quality
AI Agent Integration
Your AI agents can automatically update custom fields during conversations:
Update Contact Field Tool
Configure which fields AI can update and when.
- • Specify allowed fields
- • Enable custom field updates
- • Track changes in timeline
- • Validate data automatically
Example Scenarios
- Update deal stage based on conversation
- Capture product interest automatically
- Set priority flags during calls
- Record preferences and requirements
Common Custom Field Examples
Sales Fields
- • Deal Size (Number)
- • Lead Source (Select)
- • Budget Range (Select)
- • Decision Timeline (Date)
- • Competitor (Text)
Customer Success
- • Contract Value (Number)
- • Renewal Date (Date)
- • Health Score (Select)
- • Products Used (Multi-select)
- • Account Manager (Text)
Support Fields
- • Priority Level (Select)
- • Issue Category (Select)
- • SLA Tier (Select)
- • Last Issue Date (Date)
- • Preferred Contact (Select)
Important Considerations
- • Field names cannot be changed after creation (labels can be)
- • Deleting fields removes data from all contacts
- • Required fields must be filled for new contacts
- • Custom fields are included in exports and API responses
Ready to Customize?
Start creating custom fields to capture your business-specific data.