CRM and Contacts
Custom Fields
Crm & Contacts
Custom Fields
Custom Fields allow you to capture and store any type of information about your contacts beyond the standard fields. This is essential for tailoring Lead Fuel CRM to your specific business needs.
Creating Custom Fields
Step 1:Go to Settings > Custom Fields.
Step 2:Click "Add Field" to create a new custom field.
Step 3:Choose the field type (text, number, date, dropdown, checkbox, etc.).
Step 4:Name your field with a clear, descriptive label.
Step 5:Set any default values or options (for dropdowns and multi-select fields).
Step 6:Choose where the field should appear (contact profile, forms, etc.).
Step 7:Click "Save" to create the field.
Field Types Available
Using Custom Fields
- Custom fields appear on contact profiles and can be edited by your team.
- Use custom fields in Smart List filters to segment contacts.
- Include custom fields in forms and surveys to collect data from leads.
- Reference custom fields in email and SMS templates using merge fields for personalization.
- Use custom field values as conditions in automation workflows.
Tip: Plan your custom fields before creating them. Think about what data you need to collect, how you will use it for segmentation and reporting, and what field type makes the most sense for each data point.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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