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Creating Custom Fields

Lesson Progress

Creating Custom Fields

The “New Fields” tab on the left provides a variety of options for creating custom fields. Again, just drag and drop.

When you first drag a new field in, give it a name and edit the settings if needed.

Cool feature! Because we are working here out of the Leads module, we can also check the box to create the same field in the Deals (or Contacts or Accounts) module. During Lead conversion, that field will be mapped over to the Deals module, saving us the time and effort of having to create it in two places.

In the next video, I talk about different data types, which is also relevant to custom fields.

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