Customise Your CRM with Field Configuration

Field Configuration lets you add custom fields and organise the information shown in your CRM.

Add a Custom Field

1. Go to CRM → Field Configuration.
2. Select Contacts, Leads or Lead Sources.
3. Click Create Field.
4. Enter a field name and choose its type.
5. For Single Select, add your dropdown options.
6. Click Save.

Example: Create a Prefered Contact Method field using Single Select, with options such as phone, sms etc.

Choose a Field Type

• Text: Short information.
• Text Area: Longer notes or multiple lines.
• Single Select: A dropdown list.
• Link: A website or other URL.

Other available types include Number, Checkbox, Date, Email, Phone and User.

Manage Your Fields

• Click an editable field to update its name or options.
• Drag fields to change their order.
• Use the switch beside a field to show or hide it.

Fields marked REQ are required. Editing options vary between built-in and custom fields.