How to Create and Organize Custom Fields for Contact, Lead, Deal, and Client Records

In this video, you’ll learn how to create and organize custom fields. Text instructions follow. 

How to Create Custom Lead, Deal Fields, and Client Record Fields

Instructions

Before we take a look at how you create custom fields, let see where they appear in the contact record. 

Go to your CRM and click on “Contacts” and then click on a contact record. And you’ll see that there is a general tab and there are additional tabs. 

By default, the person notes, addresses, and additional info will show here. But you can also add some custom tabs and on those tabs, you can add custom fields. 

So for example here we have law firm fields. This is customization for that type of business model that shows the type of case, county of the case, judge, magistrate, some dates and so forth. 

Most businesses will have some kind of custom fields. Maybe a few and maybe many. But most of the time you will want to create some custom fields. 

To do that, you go to the CRM contact custom fields. Now in here, you can see tabs across the top, you can see headers, and the fields themselves. 

You have two layers to organize your custom fields. Here on the Marketing tab, we have the header Facebook and the header Twitter and the custom fields underneath. 

If you want to create a new tab, you click “Add Tab.” Put the name and then if you want to restrict access you can specify who can see this tab. 

Let’s say for example you have some financial data that is sensitive and only certain teams or certain people are allowed to see that information. So you restrict access to this tab and then only those people will be able to see that information. 

Once you’re finished you can save. We also have some quick options if you want to add more headers or tabs, you can save and add from right here and that will save you some time. 

You can add a header in much the same way. Click “Add Header” and put the name and the tab will by default be the context where you were when you chose to add the header. 

I was on the Marketing tab so it’s showing Marketing but I can pick a different tab if I want and then I can save and I’ll have a new header. 

Under each header, I can add a field and again it’s based on the context. I clicked “Add Field” under the Facebook header so I got the Facebook header by default but I could pick something else. 

I put the name and then the type of field and as you can see there are a lot of different types of fields. 

If you choose a dropdown or a checkbox, be sure to put each option on a separate line. This is how they will then appear in the dropdown or the checkbox. 

You don’t want to put them across because that will not work properly. You want to put a list for your dropdown or checkbox and then that will show up and the user can select an option. 

Then you save and your fields will be nice and organized. And that’s how you create custom fields.