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.
Which plans have this: Adding a lead field, or renaming one, needs the Essentials or Intelligence plan. On Free, Lead Fields uses the default fields: you can still show or hide them, reorder them and edit a dropdown's options, and a workspace that set up its own fields before keeps them.
Steps
- 01
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.
- 02
Under Add Custom Field, type a name in the Field name… box.
- 03
Pick its type from the menu beside it: text, number, date, dropdown, checkbox and more.
- 04
Click Add Field.
The arrows move it up or down.
- 05
In WhatsApp Web, open a lead's panel, click Edit Lead Details, fill it in and click Save Changes.
Questions, answered
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. Adding or renaming a field needs Essentials or Intelligence; on Free 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.
Is there a plan limit on lead fields?
Adding or renaming a field needs Essentials or Intelligence. On Free you can still show, hide and reorder the default fields.