Add a custom field
The Add Custom Field card takes a label, a field type, and a section. Field types are text, number, date, yes or no, and dropdown. A dropdown takes your own list of options.
When you save, the field appears in the section you chose and becomes available on every contact. Badges at the top show how many fields are built-in, custom, and hidden.
Organize the contact record
Fields are grouped by section: contact, qualification, property, selling, transaction, insurance, and more, depending on your business mode. Within each section you can:
- Move a field up or down to set the order.
- Show or hide it on the contact record.
- Edit a custom field's label, type, or options.
- Delete a custom field.
Built-in fields can be hidden but never deleted. Deleting a custom field removes the field from the record but keeps the values already stored on contacts, so no data is lost.
Your account's business mode, such as general, insurance, or real estate, decides the default sections you start with. Change it in your Profile settings.