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How do I create custom fields and custom field groups?

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How do I create custom fields and custom field groups?

Custom field groups are a great way to get the information you need specific to your business. You can create as many custom field groups and custom fields as you desire.

By default, your leads only display default contact properties. You can add custom field groups to your contacts manually, or you can include them in a lead record via importing data into those fields.

To create or edit custom field groups, navigate to Leads > Lead Customization > Custom Field Groups.

To add a new custom field group:
  • ​​In Lead Customization > Custom Field Groups, you select 'Add Custom Field Group' at the top right.
  • Give the group a name and a description.
  • Click 'Save Custom Field Group.'
  • You'll be brought back to the main screen for custom field groups.
To add new custom fields to the new group or to existing groups:
  • Open the field group that you want to add properties to.
  • At the top right, click Add Custom Field.
  • Include the Field Name, Field Label (shortened version of the name), Description of the field, and the Field Type.
    • There are 5 field types: Text field, Drop Down Options, Checkbox, Date picker, and File.
    • If you select Drop Down Options, you'll have one extra step to add those options to the field.
  • Optional: You can include the order that the field should appear in the group, and you can choose if the field should be required.
  • Click Save Field to save the field into the group.
Check out the video that accompanies this article on how to add custom fields and field groups.

 
Topics Covered:
Leads Lead Customization
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