How to Add Custom Fields to Leads

Summary

Overview: Custom fields let you record your own details on leads, such as Industry, Budget or Preferred travel date. A field you create appears on every lead in your workspace, empty until you fill it in.

Prerequisites:

• You can open the lead's page. Sales Reps can open the leads assigned to them from the Leads page.

Step-by-Step Instructions

Step 1: Find the Custom Fields section

1. Open the lead's page: click Leads in the left menu, then click the lead.
2. On the Overview tab, find Custom Fields inside the Lead Details card.

Step 2: Create a new field

1. Click New Field.
2. In Create New Field, type the field name, for example "Industry". Names can be up to 60 characters.
3. Choose the type: Text, Number, Date or Dropdown.
4. For Dropdown, type the first choice in Option 1. Click Add option for more choices. Click the X next to a choice to remove it.
5. Optional: fill in Value for this lead.
6. Click Save.

Step 3: Fill in or change a value

1. Click the value next to the field name (an empty field shows —).
2. Type the value, or pick a date or a dropdown choice.
3. Click the tick button to save, or the X button to cancel.
   • Sales Managers and Admins can also click the three-dot button on the field's row, then Edit.

Step 4: Delete a field (Sales Managers and Admins)

1. Click the three-dot button on the field's row. Sales Reps don't see this button.
2. Click Delete.
3. Confirm the message Delete "<field name>"? This removes it from every lead.

Verify It Worked

Success criteria:

• The new field appears under Custom Fields on this lead and on every other lead.
• The value you saved shows next to the field name.

Troubleshooting

Common errors

• "<field name> expects a number" or "<field name> expects a valid date": the value doesn't match the field type. Fix: enter a number or a valid date.
• "<field name> must be one of: …": the value isn't one of the dropdown's choices. Fix: pick a choice from the list.
• "A custom field named "<field name>" already exists.": field names must be unique, ignoring capitals. Fix: choose another name.
• "Could not save. Please try again.": the change didn't save. Fix: try again.
• Save stays grey: the name is empty, or a dropdown has no choices. Fix: fill them in.

Limitations & considerations

• Fields belong to the whole workspace. Deleting a field removes its value from every lead and can't be undone.
• A field's name, type and dropdown choices can't be changed after you create it. To change them, delete the field and create a new one.
• You can create custom fields only from a lead's page.
• If you connected Bigin by Zoho, you can map custom fields to Bigin fields so values sync. See How to Connect Bigin by Zoho.

Next Steps & Related Resources

• Next steps:
  • How to Connect Bigin by Zoho
• Related articles:
  • How to Read a Lead's Profile
  • How to Edit a Lead or Change Its Stage
  • What Each Role Can Do

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026