In addition to the fields provided by Freshsales, you can create fields to capture any additional information about your leads, contacts, accounts and deals.

Determine the type of field you want to create before you start. The type of custom fields you create depends on the type of business data you want to store. Below is a description of each type of custom field.


Type of field

Description

Text field

Used for single-line text.

For ex: Lead’s middle name

Text area

Used for multi-line text.

For ex: LinkedIn, Facebook or Twitter bio

Number

Used for numeric value.

For ex: Alternate contact number

Checkbox (stand-alone)

Used for enabling or disabling a single option.

For ex: If you want any field to be required or not

Radio button

Allows users to choose an option from a set of options. 

For ex: The subscription plan that you opt for

Drop-down

Allows users to choose an option from a set of options. 

For ex: Years of experience

Date picker

Allows user to enter dates in the format dd/mm/yyyy & of the user’s time zone.

Foe ex: the sign-up date of a lead

Multi-select

Allows user to enable more than one option. 

For ex: When you have more than one competitor for the product you are selling

Formula fieldAuto-calculated fields that derive their value from an expression assigned by the admin.
For ex: create a field that determines sales commissions based on deal value
LookupAllows users to create relationships between different modules and enable users to display related lists of a record
For ex: created a contact field lookup ‘Primary Decision Maker’ on a Deal so that relevant contacts can be found on the Deal landing page


For creating custom fields follow below steps, 

  1. Admin Settings> CRM CUSTOMIZATION > Lead/ Contact/ Account/ Deal modules. 

  2. Click . This will bring up the Add Field Overlay where you can create new fields.

  3. Choose the type of field you want to create in the Add Field Overlay, and click . This provides an overlay where you can customize your field.

  4. Enter the field label and group the custom field under the group of your choice.
    1. Additional Information: Add fields that manually collect data, such as the number of times the lead has been contacted, the name of the reseller, and so on.

    2. Application Data: Add fields that automatically collect data, such as number of logins, update payment information and so on.

  5. Map the field to other modules.

  6. Click.

The newly generated custom fields can be found in the respective add forms and in the edit overlay of the respective documents.

You can reorder custom fields the way you want them to appear in the add form. The first 6 custom fields appear on the details page of the card.

You can populate these custom fields while adding records to Freshsales, while importing, and even through our Freshsales collection.

Note:

  1. You can create custom fields from our Freshsales Library.
  2. The custom field limit applies for individual module (leads, contacts, accounts and deals).
  3. You can reorder custom fields in the way you want them to appear in the add form.
  4. You can also sort and filter records using custom fields. 
  5. You can create lead score rules using custom fields. 
  6. While converting leads, make sure you map the lead custom fields to the custom fields of contacts, accounts and deals. Otherwise the data in those custom fields are lost during conversion.