Field Creation & Configuration
Create and configure all the custom fields your CRM needs to track your leads effectively.
Overview
Customize your CRM by adding fields that match your business workflow. This step creates the foundation for your lead management system.
Setup Requirements:
- Use a laptop or desktop for initial setup (mobile has limitations)
- Changes apply to all team members in the workspace
- Don’t delete fields - hide them instead to preserve historical data
Access Table Settings
Open Settings Panel
Click the gear icon (Table Settings) in the top right of your Active Leads view
Review Available Fields
- Left panel shows fields you can use but aren’t currently displayed
- Default fields are already created - keep them there
- This panel controls both table and expandable views
Create New Field
Click the [+] button then select “New Field” to add custom fields
Field Configuration
For each field you create, configure these essential settings:
Field Name
Naming Best Practices:
- Use clear, descriptive names (e.g., “Appointment Date”, “Follow-up Status”)
- Keep names consistent across your team
- Avoid abbreviations that might confuse team members
- Names can be changed later if needed
Field Types
Choose the appropriate field type for your data:
Text Fields
Text Fields
Best For:
- Names, descriptions, comments
- Free-form text input
- Detailed notes and remarks
- Addresses and contact information
Features:
- No character limits
- Multi-line support
- Search functionality
Field Size Adjustment
Customize how fields appear in your CRM:
| Adjustment | How To | Best For |
|---|---|---|
| Width | Drag right edge | Table columns, horizontal space |
| Height | Drag bottom edge | Expandable sections, text areas |
| Show/Hide Names | Toggle field labels | Space-saving in expandable sections |
Field sizing affects both table and card views. Fine-tune during the Layout Design step.
Common Field Examples
Consider adding these field types based on your business needs:
Sales Fields
Sales-Focused Fields:
| Field Name | Type | Purpose |
|---|---|---|
| Budget Range | Dropdown | ”Under 10K”, “10K-50K”, “50K+“ |
| Decision Maker | Text | Key contact person |
| Timeline | Dropdown | ”Immediate”, “1-3 months”, “3-6 months” |
| Competitors | Text | Other vendors they’re considering |
| Deal Size | Text | Expected revenue |
| Closing Date | Datetime | Expected contract signing |
Save and Continue
Save Each Field
Click “Save Changes” after configuring each field
Review Your Fields
Check the Available Fields list to see all created fields
Proceed to Layout Design
Once all fields are created, move to the next step
Best Practices
Field Management Tips:
- Start with 5-10 essential fields, add more later as needed
- Group related fields together during layout design
- Use consistent naming conventions across similar field types
- Test field types with sample data before finalizing
Important Reminders:
- Never delete fields containing data - hide them in Available Fields instead
- Changes affect all team members immediately
- Field types cannot be changed after creation (create new field if needed)
Next Steps
Ready to organize your fields? Continue with layout design:
- Step 2: Layout Design & Final Setup – Design your CRM interface
- Step 3: Inviting Team Members – Add team members to collaborate