Overview
Custom Fields lets you define extra data fields for the selected client's contacts. These fields appear on contact detail pages, imports, and exports, so keep names clear for imports and SDR handoffs.
How to use this page
Select the client
Pick the client in the top-right switcher to manage their custom fields.
Add a field
Enter a Field Name and choose a Field Type. For choice-style fields, list the Options as comma-separated values.
Use clear names
Name fields clearly so they map cleanly on import and are obvious to SDRs during handoffs.
What the buttons do
- Field Name
- The label for the custom field.
- Field Type
- The kind of data the field holds.
- Options
- Comma-separated choices for selection-type fields.
Common questions
On contact detail pages, and in contact imports and exports for this client.
Only for selection-type fields, where Options defines the allowed values.