Use custom fields in the app

Available on Pro and Business

Create a field

Open the Menu, then Custom fields

Tap Create new field

Pick a type on the Select type screen.

Give it a label

Mark it Required if a lead shouldn't save without it

Enter your description here

Same 5 types as in your Portal

Change the order

Reorder in the top right lets you drag fields into the order you want. That's the order they appear in on every lead, so put the ones you fill in most at the top.

Edit or remove a field

Tap a field to edit it. The ⋮ beside it has the rest of the options. A field marked required shows a REQUIRED badge in the list.

Fill them in as you capture

Custom fields appear on the contact below the standard details, and you complete them the same way you'd fill in a phone number. Required fields show an asterisk and block saving until they're filled.

Each type behaves as you'd expect:

Dropdown and Multi-selection open a list to pick from, showing Select option until you do.
Single-line and Long text show Enter [your field name] as a placeholder.
Toggle switches on or off.

Where they end up

Custom fields travel with the lead:

A column in the CSV export, headed with your label. Toggles export as Yes or No, and dropdowns export the option's label.
A column and a filter in the portal, for teams. See View, search, and filter leads.
Into your CRM, once someone maps them. That part is a portal task. See Map custom fields to your CRM.