With custom fields, you can make LeadSimple work exactly how you need it to for YOUR business. You can add completely new fields to a lead, process, or property to track the data that's most important to you.
NOTE: This feature is available on the Growth and Operations plans.
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:
- Multiple Choice
- URL / Website
- Date & Time
Note: Once the type of data has been selected it cannot be edited later on.
How to use Custom Fields
You can use custom field data in email templates, conditional logic in your processes, and custom dashboards. Check out these use cases:
- Custom dashboards
- Power your process with conditional logic
- Track custom dates (like "Move In Date", "Inspection Date", etc...)
- Speed up data entry using custom fields in Task Instructions
Editing custom field data
Once the custom field has been created it can be edited for each individual lead directly from the lead record: