Custom fields is a powerful feature that allows you to expand and customize LeadSimple by adding completely new fields under the property, contact and deal sections of the lead record.
NOTE: This feature is only available on the dominate plan
Creating a new custom field
Click on the Custom Fields link under Settings.
Click the buttom that says, "Create your first custom field".
New fields can be added to the Contact Info, Property Info and Deal Details section of the lead record.
Each field can store one of the following data formats:
- Multiple Choice
- URL / Website
- Date & Time
Note: Once the type of data has been selected it cannot be changed.
Here's one of many example use cases for a new custom field:
Editing custom field data
Once the custom field has been created it can be edited directly from the lead record: