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Custom fields

Custom fields are the extra questions your forms and records ask, such as budget or type of job.

Venue and Business1 minute readOwners only
Custom fieldsFull size

Custom fields. Click any picture to see it full size.

  1. Open Custom fields from the menu (under Setup).
  2. Press Add a field. Choose the kind of answer: text, a number, a date or time, a dropdown, multi-select or yes/no.
  3. Press Save. The field appears on your forms and on each lead record.
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