Custom fields and sections
Track your own data on leads and opportunities, grouped into sections.
Updated 23 September 2026
- 1Open Custom FieldsGo to Settings → Custom Fields and choose Leads or Opportunities.
- 2Add a fieldClick New lead field (or New opportunity field), name it and choose a type.
- 3Group fieldsClick New section to group related fields. Deleting a section keeps its fields and their values.
Field types: Text, Number, Date, Link / URL, Dropdown, Contact, Contacts, User and Users.
Tip. Describe with AI suggests fields from a sentence about what you track. You can also create a field while mapping a CSV import.
Access. If you don’t see this tab, your role doesn’t include it. Ask an admin in your workspace.
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