Custom fields is a powerful feature that allows you to expand and customize LeadSimple to your specific needs by adding completely new fields on property and contact cards, and the details on both leads and processes.
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 button 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:
- Text
- Number
- Multiple Choice
- URL / Website
- Currency
- Percentage
- Date
- Date & Time
Note: Once the type of data has been selected it cannot be edited later on.
Editing custom field data
Once the custom field has been created it can be edited for each individual lead directly from the lead record:
