Creating custom contact fields

Here's how you can create custom contact fields to track additional details on your contact or company records:

• Mouse over "Settings" in the navigation bar and select "Custom fields" in the menu.
• Please note: only admins can create custom fields. If you don't see the option to create custom fields, you'll need to contact an admin on your account.
• Next, select either "Contacts" or "Companies," depending on which record you'd like to have the custom field.
• On the next page, click the button near the top of the page "Create new custom field."
• Enter the desired name and choose the appropriate field type.
• If you select a dropdown or checkbox list, enter the appropriate options. To the right of each option, select a color to add color-coding if desired.
• Hit "Create custom field" to add the new field, and once created you can click and drag the new field to reorder it.
• Not sure which field type to select? Learn more about custom field types here.
• Repeat this process as needed to create additional fields. Note that you should only create custom fields for data you always, or almost always, collect.
• Not sure if you should add a custom contact field or a custom pipeline field? Learn more about the differences between contact fields and pipeline fields here.