Applicable plans*
Sprout Blossom Garden EstateForest


Apart from the fields provided by Freshsales (default fields), you can create new fields to capture any additional information about your leads, contacts, accounts, and deals. 

                                    

Before you begin, decide on the type of field you want to create.

The type of custom fields you create depends on the kind of business data you want to store. Below is a description of each custom field type.

 

Type of field

Description

Text field

Used for single-line text.

For ex: Lead’s middle name

Text area

Used for multi-line text.

For ex: LinkedIn, Facebook or Twitter bio

Number

Used for numeric value.

For ex: Alternate contact number

Checkbox (stand-alone)

Used for enabling or disabling a single option.

For ex: If you want any field to be required or not

Radio button

Allows users to choose an option from a set of options. 

For ex: The subscription plan that you opt for

Drop-down

Allows users to choose an option from a set of options. 

For ex: Years of experience

Date picker

Allows user to enter dates in the format dd/mm/yyyy & of the user’s time zone.

Foe ex: the sign-up date of a lead

Multi-select

Allows user to enable more than one option. 

For ex: When you have more than one competitor for the product you are selling

Formula field
Auto-calculated fields that derive their value from an expression assigned by the admin.
For ex: create a field that determines sales commissions based on deal value
Lookup
Allows users to create relationships between different modules and enable users to display related lists of a record
For ex: created a contact field lookup ‘Primary Decision Maker’ on a Deal so that relevant contacts can be found on the Deal landing page

To create custom fields,

  1. Go to Admin Settings> CRM CUSTOMIZATION > Lead/ Contact/ Account/ Deal modules.



  2. Click . This brings up the Add field overlay. Choose the type of field with which you wish to create a new field.


  3. Click ADD SELECTED to configure the new field. This brings up the field overlay where you can customize the field.

  4. In the Add field overlay, perform the following actions
    - Assign a Label for the field.
    - Add a placeholder text to provide users with a better context about the information to be filled on the field.
    - Map the field to Lead/Contact/Account fields to ensure that the field information is not lost during lead conversion.
    - Select a Group or Sub-group under which the field will be placed.
    - Configure the field properties by clicking the relevant checkboxes. You can make the field required, unique, or add it to the quick-add view. You can also make it a read-only field. This will prevent the field from being edited.



  5. Click  to apply the changes.


The newly created custom fields are found in the

  • Respective entity’s form layout (Admin Settings)

  • Edit overlay of the respective records (Entity’s landing page)


You can populate these custom fields while adding records in Freshsales, during import and also through our Freshsales library.


AVAILABILITY OF CUSTOM FIELDS (per module)

SproutBlossomGardenEstateForest
No
10
100
300
300

Note:

  1. You can create custom fields from our Freshsales for Web library too.

  2. The custom field limit varies for each plan.

  3. You can reorder custom fields in the way you want them to appear in the add form.

  4. You can also sort and filter records using custom fields. 

  5. You can create lead score rules using custom fields. 

  6. While converting leads, make sure you map the lead custom fields to the custom fields of contacts, accounts, and deals. Otherwise, the data in those custom fields are lost during conversion.