Custom fields allow you to store and organize additional information on your prospects, organizations, and deals. They are also available when filtering and segmenting prospects and organizations.
The data stored in custom fields can be inserted into workflow emails using template variables.
Adding a new custom field
Navigate to Settings > Custom Fields
Choose the needed Tab: Prospects, Organizations, or Deals.
Click on the Add Custom Field button
Choose a name for your custom field
Select the type of field you wish to add based on the information you'd like to store
Provide a helper text, this text will appear as additional information alongside your field's title
Click on the Save button
Once saved, your custom field will be available everywhere in the app:
In the prospect, organization, or deal panel
In the filters
In the listings
In the exports
In the imports
In the template variables, etc.
Manage existing custom fields
If you want to delete or edit your custom fields, navigate to Settings > Custom Fields and click the Actions button.