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Workspace setup · Guide · 1 min read · Dashboard

Add your own lead fields

You add a field for what you want to track on every lead, such as budget or project. Use it when the standard fields do not fit your business.

Available on paid plans. Otherwise, Lead Fields uses the default fields: you can still show or hide them, reorder them and edit a dropdown's options, and fields a workspace set up before are kept.

The Syncdo dashboard, Settings → Lead Fields: the fields on every lead, each with its type and a visible switch
Video coming soon

Steps

  1. 1

    In the dashboard, go to Settings, then Lead Fields.

    Name, Phone and Lead Stage show "Always shown" with a lock. Any other field has a switch to show or hide it.

  2. 2

    Under Add Custom Field, type a name in the Field name… box.

  3. 3

    Pick its type from the menu beside it: text, number, date, dropdown, checkbox and more.

  4. 4

    Click Add Field.

    The arrows move it up or down.

  5. 5

    In WhatsApp Web, open a lead's panel, click Edit Lead Details, fill it in and click Save Changes.

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Questions

How do I add a custom field?

In the dashboard, go to Settings, then Lead Fields. Under Add Custom Field, type a name in Field name…, pick its type and click Add Field; the arrows move it up or down. In WhatsApp Web, open a lead's panel, click Edit Lead Details, fill the field in and click Save Changes. Where adding fields is not available, you can still show, hide and reorder the default fields.

Can I change a field's type later?

No. If the type is wrong, delete the field and create it again.

What happens when I delete a lead field?

Its saved values are removed from every contact. Syncdo asks you first. Name, Phone and Lead Stage are always shown and cannot be deleted or hidden.

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