Custom fields in LEADSORBIT allow you to capture additional information that is specific to your business. This helps you organize contacts more effectively and store details beyond the standard contact fields.
Create Custom Fields for Contacts
Follow these steps to create custom fields for your contacts inside LEADSORBIT.
- Navigate to Settings from the main menu.
- Click on Custom Fields.
- Click the Add Field button.
- Choose the Field Type you want to create (e.g., Text, Dropdown, Date, Number, Checkbox).
- Enter the Field Name (e.g., Lead Source, Preferred Contact Time, Referral Source).
- Select the relevant Folder where you want the custom field to be organized.
- Add an optional Field Description to clarify what information should be entered.
- Click Create Custom Field.
Creating a contact custom field inside LEADSORBIT
Best Practices
- Use clear and simple field names so your team understands what information should be entered.
- Use dropdowns or checkboxes when you want standardized responses.
- Organize fields into relevant folders to keep your setup clean and manageable.
- Only create fields that are necessary for reporting, segmentation, or workflows.
Common Issues
- Custom field not appearing: Refresh the page and confirm the field was created in the correct folder.
- Wrong field type selected: Review the field type before creating it, as some field types may not support the data format you need.
- Duplicate custom fields created: Check existing custom fields before creating a new one with a similar name.
- Field not available during import or workflows: Ensure the custom field was created successfully before using it in automations or imports.