Custom Fields & Properties
Add custom fields to track what matters to your business.
Overview
Every business tracks something the default CRM fields don't cover. This lesson shows how to add custom fields to contacts and deals — text, number, dropdown, and date types — and use them in filters and reports.
Lesson Details
You'll build one example field end-to-end and use it to segment a report.
What You'll Do in This Lesson
Create a custom field (dropdown, text, number, or date) on a contact or deal. Add the field to your default view so your team sees it without extra clicks. Use the new field as a filter in a saved report or segment.
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