Custom fields on a lead
Every office tracks something the standard fields miss: employer, whether the buyer is age qualified, whether flood insurance has been quoted. Custom fields give those a real home instead of the notes box.
Add a field
- Go to Custom fields and name it in plain words, like "Employer".
- Pick the type: text, number, date, yes or no, or a list of choices.
- Save. The field now appears on every lead in the brokerage.
Each field also becomes a merge token you can drop into a saved message, shown on the page next to the field so you can copy it.
The type is enforced when a value is saved, so a number field cannot quietly end up holding "probably about 400k". A value for a field that has been archived is refused rather than stored.
Who can do what?
Creating and editing a field is brokerage configuration and needs settings permission, because it changes what everyone sees on every lead. Filling in a value on a lead is ordinary lead work and needs only edit access to that lead.
What happens if I archive a field?
It stops appearing on leads and stops accepting new values. Data already recorded is not rewritten.
Need more help? Contact support.