Settings
Custom fields
Extra properties on every lead in the workspace.
Custom fields are workspace-wide. Every list shows the same definitions; you set values per lead and reference them in messages.
- Open Settings → Custom Fields.
Add a field
Empty state: Track extra data on every lead → Add field.
With existing fields, click Add field or search with Search fields.
In Add custom field:
- Label — shown in the leads table and field picker.
- Type — Text, Number, Date, URL, or Boolean.
- Required — optional flag per field.
Keys are derived from the label; keys cannot be renamed after create (Edit custom field).
Use fields
- Fill values on lead rows and detail views.
- In campaign copy, insert
{{custom.<key>}}in templates (empty state: Use in templates).
Archive fields to hide them without deleting stored values (Field archived — lead values are preserved).