WORKSPACE SETTINGS
CRM Custom Fields
Add custom fields for People, Companies, and Deals.
Use CRM Custom Fields to add extra structured fields to CRM records.
How to Get Here
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click CRM Custom Fields under "Workspace" in the left menu.
Choose an Entity Type
The Custom Fields page shows three entity types:
| Entity | What it controls |
|---|---|
| People | Custom fields for people. |
| Companies | Custom fields for companies. |
| Deals | Custom fields for deals. |
Click an entity type to manage fields for that record type. The detail page shows All custom fields, the entity name, the current field count, and Add Field.
Add a Custom Field
- Open Settings → CRM Custom Fields.
- Click People, Companies, or Deals.
- Click Add Field.
- Choose an Icon if needed.
- Fill in Label.
- Add Description (optional) if the field needs help text.
- Choose Field Type.
- Click Create Field.
Field Types
| Field Type | Use it for |
|---|---|
| Text | Single or multi-line text. |
| Number | Numeric values. |
| Date | Date picker values. |
| Select | A single choice from options. |
| Multi-select | Multiple choices from options. |
| Boolean | A true/false toggle. |
If an entity has no custom fields yet, the page says No custom fields yet. Create one to get started.