Custom Fields
The thing your business tracks that no CRM ships with. Choose a type, write a label, and it stands on leads, deals, products or vendors, with no migration to schedule and nobody to wait on.
Adding a field to the lead layout
type: dropdownProduct figures from the platform’s own defaults - not customer averages
How it works.
The label is what you write
You type the human label and the internal name is derived from it, lowercased down to letters, digits and underscores. A name one of your own fields already holds is turned away, as is anything that would collide with a built-in column.
The same move on four kinds of record
Leads, deals, products and vendors each keep their own set. Values are written into a JSON column on the record itself, so adding a field costs no table and no migration.
Rules held lightly, on purpose
A field can carry a minimum, a maximum, a maximum length, a default and a list of options. The shape of a date, a number, a currency, a phone, a URL, an address and a yes-or-no is tested against its type as the record is written.
Removing one leaves what it collected
Delete the definition and the stored values stay on the records that had them, which means a field recreated under the same name finds its old answers waiting. Removing the whole section is what clears them.
One moment in every record.
Every record passes through the same seven. Custom Fields is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Types
- Eleven: text, number, date, boolean, two pickers, url, email, phone, currency and file
- Offered
- All eleven on the picker, the file type among them
- Applies to
- Leads, deals, products and vendors, each with an independent set
- Stored as
- A JSON column on the record, keyed by the field name
- Sections
- Optional, and none exist until you cut one, so a first field lands in nothing
- Checked
- By type, as the record is written. Free text is taken as typed, having no shape to check
- Required
- Marked on the field, held by the form and checked again when the record is saved
- No uniqueness
- Nothing prevents two records holding the same value in the same field
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
More in Leads & Sales CRM
11 capabilitiesThe system of record the phone writes to directly - nothing to sync.
Each stage carries its own odds, so where a deal sits is already most of a forecast. Unlimited pipelines, seven seeded, every stage change written down.
Name the stages your floor actually argues about, color them and rate them hot, warm or cold. Six fixed categories keep last quarter comparable with this one.
The same source can never arrive spelled three ways. Ten come seeded and sealed, yours sit beside them, and renaming one carries every lead holding it.
Hand a list to a CRM role rather than a person and the question outlives whoever first asked it. A new hire opens the board instead of rebuilding it daily.
Tick the rows and act on them now. A mixed selection never fails whole: the records you may not touch are skipped and counted, and the rest all go through.
The same person landing on your list twice is what this stops. Checked on the email, then the phone, as the record is written, with no score to argue over.
Nobody writes this up. A field change keeps both readings, before and after, beside the notes, mail and tasks, so it still means something in six months.
Every exchange with this lead on one line: calls, voicemails, mail and text. A call lands on the right record by the number it reached, linked by nobody.
A thing owed, by a named person, by a date. At the hour you set it leaves the product to find them, rather than sitting in a list waiting to be spotted.
The rep two desks over cannot open the book you are working, and one BPO client never sees the next. Sixteen permissions, sharing rules across branches.
A number, a window, and somebody standing against it. Attainment is worked out from won deals and logged work as you open it, so nothing sits going stale.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See custom fields on your own floor.
Thirty minutes, your numbers and your data. We will set custom fields up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included