Custom fields
Track information that is specific to your shop on leads, merchants and deals.
Updated Owners and managers.
Go to Settings → Custom fields. Pick whether the field belongs on leads, merchants or deals, then give it a name and a type:
- Text or long text
- Number or money
- Date
- Select (a list of options you define)
- Checkbox
Mark a field as required if every record needs it, and drag fields to set the order they appear in. Custom fields show on the record's page and are available when mapping columns during an import.
Create custom fields before importing a spreadsheet, so its extra columns map straight onto them.