Extend Lead Data with Custom Fields

Custom Fields extend the standard lead schema with fields specific to your business. They can be defined globally or scoped to a Lead Group, and they appear on the agent’s screen during live calls, in the lead detail view, and in export files. Typical use cases include loan application IDs, policy numbers, product preferences, payment amounts, and appointment dates.

Field reference

Field	Description
Lead Group	The specific lead group this field is associated with. Blank = global.
Field Label	Human-readable display name shown to agents (HomePhone, AmountPaid, ScheduleDate).
Reference Name	Internal system key used in APIs, CSV imports/exports, and database references. Must be unique and contain no spaces.
Field Type	Text (free-form), Date (calendar picker), or Number (numeric only).
Field Rank	Display order on agent screens and lead forms. Lower ranks appear first.
Actions	Edit or delete the custom field definition.

Plan your Custom Field schema before the first lead import. Once leads are imported with data mapped to a custom field’s Reference Name, changing that Reference Name breaks the mapping for all existing records. Treat Reference Names as permanent identifiers.

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Reference

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