Custom fields
Add workspace-specific fields to contacts, companies, and deals.
Custom fields let owners and admins extend the standard CRM schema with fields that match how your team works — an account tier, a product interest, a contract value threshold, or anything else that does not fit a default column.
What custom fields can do
Once defined, a custom field:
- Appears in the Edit tab of every contact, company, or deal profile (depending on which entity it belongs to).
- Becomes available as a filter chip on the contacts or companies list.
- Can be saved into a named view alongside standard filters.
- Is included in CSV exports.
- Can be mapped to incoming columns during an import.
Creating a custom field
Custom fields are managed in Settings → Custom fields. Only owners and admins can reach this page.
Select the entity you want to extend: Contact, Company, or Deal.
Click Add field. Enter a label (shown in the UI) and choose a field type.
Available types are: text (single line), textarea (multi-line), number, date, select (single choice), multi-select (multiple choices), URL, and checkbox. For select and multi-select, add the list of allowed options before saving.
The field is immediately active on every record of that entity. No migration or manual step is required.
Field types at a glance
| Type | Best for |
|---|---|
| Text | Short free-form values (tier name, account ID) |
| Number | Numeric values you might filter or sort on (ARR, headcount) |
| Date | Contract dates, renewal dates, last review |
| Select | A fixed list of mutually exclusive options |
| Multi-select | Tagging with multiple values from a controlled list |
| Checkbox | Boolean flags (is ICP, trial account, etc.) |
| URL | Links to external systems (LinkedIn, G2 profile) |
Editing and deleting fields
Click the edit icon next to any field in the Settings list to rename the label, reorder options (for select types), or change the field type within compatible pairs (for example, text → textarea).
Using custom fields as filters
After creating a custom field, it appears in the filter chip dropdown on the contacts or companies list. For select and multi-select fields, the filter shows the list of allowed values. For text fields, you can filter by contains or exact match. For number and date fields, you can filter by range.
Once you have the filter set the way you want, save it as a named view so your team can return to it in one click.
Next steps
Learn how to populate custom fields from a CSV in Column mapping, or explore how saved views use custom field filters in Saved views & tags.
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