Custom Fields aNinja

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What is a Custom Field?

Capture your unique business data by storing it in Custom fields. Custom fields allow you to augment your lead data with additional custom fields of different types.

They can be created manually, or dynamically created via API injected leads.

Custom fields are also searchable within the system and can be used to build smart lists.

Types of  Custom Field:

Text – For text input
Link – For fields with any link/url
Date – Date in YYYY-MM-DD format
Dropdown – Fields with multiple options dropdown

Steps to add Custom Field:

  • Go to Settings

  • Go to Custom Fields

  • Click on Add Custom Field

  • Label the Custom Field and select the field under Type

  • Under Custom Fields click “New Custom Field

  • Select the custom field and update the tag/value

 

That’s all on Custom Field!

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