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Custom Fields extend the standard lead data schema with additional fields specific to your business requirements. Common use cases include loan application IDs, policy numbers, product preferences, payment amounts, or appointment dates.
1

Navigate to Custom Fields

Go to Lead Management → Custom Fields in the left sidebar menu.
2

Create a custom field

Click + Create Custom Field.
3

Fill in the fields

4

Save

Click Save.
Plan your Custom Field schema before the first lead import. Once leads are imported with data mapped to a custom field Reference Name, changing the Reference Name is breaking the data mapping for all existing records. Reference Names should be treated as permanent identifiers.