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


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


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


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


Allows user to enable more than one option. 

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

To create custom fields, 
  1. Go to Admin Settings> CRM CUSTOMIZATION > Lead/ Contact/ Account/ Deal modules.

  2. Add fields using by either clicking the button. You can also drag and drop the field from among the existing field. You will be presented with an ADD FIELD overlay

  3. In the ADD FIELD overlay, enter a Label for the field.

  1. Choose an appropriate Field type.

  2. Under the ‘Field mapping’ drop-down, choose the entity’s field to which the new field’s value needs to be mapped on conversion. To know more on field mapping, click here.

  3. Choose the group or sub-group under which the field needs to be placed from the Group or Sub-group drop-down. This is applicable only to Estate users.

             By default, two groups are available:

             1. Basic Information: 

                 The new field gets added after all default fields. (For

                 Estate users only).

             2. Additional Information: 

                All custom fields get added here. (For Garden, Blossom and Sprout 


  1. To make the field required, read-only or to list it in the quick add view, enable the corresponding checkbox. (You can only enable one of the three properties)

  2. Click Save. 

That’s it!

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.


  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 also sort and filter records using custom fields. 

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

  5. 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.