How to Create Custom Fields

Learn how to create custom fields for Leads, Contacts, and Deals in LeadLoft.

How to Create Custom Fields:

  1. Navigate to Settings > Custom Fields

  2. Click "Create New Custom Field" at the bottom.

  3. Define the Settings

  4. Click "Create"

You can create fields for Deals, Leads, or Contacts. So when creating a Custom Field, make sure your creating the field for the correct data type.

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Custom Fields are only available for users on our "Unlimited" plan.
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