Custom fields extend standard records with data your business needs — without changing core schemas. Administrators configure them under Configuration → Fields (also reachable from Settings navigation to Fields). Each entity has its own tab; Webhook Mappings is a special tab for inbound integrations.
Please note:
- Field changes apply workspace-wide; existing records show empty values until updated.
- Users need entity edit permissions to change custom field values — see Roles, permissions, and RBAC.
- Enable the right modules under Enable and manage modules before relying on entity tabs.
- For inbound Facebook / LeadsBridge payloads, also configure Webhook field mappings.
Entity tabs
| Tab | Entity | Also on this tab |
|---|---|---|
| Leads | Lead / customer fields | Lead types, Assignment pools |
| Products | Product fields | Product categories |
| Deals | Deal fields | Deal types |
| Campaigns | Campaign fields | — |
| Companies | Company fields | — |
| Inventories | Inventory fields | — |
| Assets | Asset fields | — |
| Employees | HR employee fields | — |
| Webhook Mappings | Key → field maps | Webhook field mappings |
Open a tab with /dashboard/fields (Leads) or /dashboard/fields?tab=product (and similarly deal, campaign, company, inventory, asset, employee, mappings).
Field types
| Type | Best for |
|---|---|
| Text / Textarea | Short or long free text |
| Number | Quantities, scores |
| Email / Phone / URL | Contact and link data |
| Date / Datetime | Deadlines and timestamps |
| Boolean | Flags (VIP, verified) |
| Select / Radio | Single choice from a list |
| Multiselect | Tags and multi-value lists |
| Currency / Percentage | Money and rates |
Choose types that match how users will filter and report. Select and multiselect work best when values must stay consistent across dashboards.
Create a field
- Open Fields and select the entity tab.
- Select New field and pick a type.
- Set label, internal name, required, default, and options (for selects).
- Save — the field appears on forms and detail views for that entity.
Configuration tips
- Group related fields with clear labels so forms stay scannable
- Mark fields required only when downstream workflows or pipeline automations depend on them
- Use select lists instead of free text when values must stay consistent for reporting
- Reuse lead fields when building custom activity types
- Review unused fields periodically — hide retired fields without deleting historical data
flowchart LR Admin[Administrator] --> Fields[Configuration → Fields] Fields --> Tab[Entity tab] Tab --> Define[Define type and options] Define --> Forms[Record forms and views] Forms --> Data[Validated values] Data --> Reports[Filters and reports]
Related Configuration tools: Integrations overview, Import and migrate leads, Lead distribution.