We know that every business is having their own process & sometimes needs some extra fields in the leads information other than the predefined fields. To fulfill the same, we’re allowed to add your own fields in the system.
Create New Custom Field
Click the down arrow which is near to “Add New Person”
Choose “Custom Fields”
Click “Create New”
Here let me explain the functionality of the all options
Label - Name of the field
Alias - System generated value. You can ignore it
Status - Whether the field to be published or not.
Draft means, the field will not be shown
Active means, the field will be shown
If YES, then you can save the records without filling this.
If NO, it’s an optional field
Data Type - Type of the field
Default value - Predefined value for the field while adding/importing
Fill the required details
Click “Save and Exit”
Field added successfully
Go to “Audience”
Click any existing people
Now you can see the newly added field there
Delete an existing field
The system will not allow you to delete the predefined system fields. But instead, it allows you to delete your own field which has been created in the system.
You can see a lock symbol in the fields. This means these fields are system fields which can’t be deleted.
To delete your own custom field, follow the steps below.
Select the field which you want to delete
Click the down arrow which is in the column header
Click “Delete Selected”
Confirmation will be asked to you.
Click “Yes, delete it”
Success message will be displayed