Your own lead fields

What it is

Every workspace has Temperature built in (Hot, Warm or Cold), shown as a chip next to the lead’s status. Owners add up to 30 more in Manage › Lead fields. Everyone fills them in on the lead’s page.

A field is one of six types: Choice (one of a few options, like Hot, Warm or Cold), Yes / No (a switch, like Pre-approved), Text (a short note, like Motivation), Number (a count, like Units), Money (an amount in dollars, like Budget) or Date (a day, like Lease ends).

Add a field and use it

1. 1

   Add a field

   Go to Manage › Lead fields and tap Add a field.

   Lead fieldsAdd a field
2. 2

   Name it and pick a type

   Give it a Name and pick a type. A choice needs at least two options; tap an option’s colored dot to change its color. Tap Add field.

   ChoiceYes / NoTextNumberMoneyDateAdd field
3. 3

   Fill it in on a lead

   Open a lead. Your fields are on its details card, under Owner (on a phone, in the Deal tab). A change saves right away, with Undo in case.

   OwnerUndo
4. 4

   Use it in a workflow

   In the workflow editor, check a field with A field’s value is, start a workflow with A field changes, or fill one in with a Set a field step. A message can put a field’s value in too: it’s one of the Insert buttons. See Build a workflow.

   A field’s value isA field changesSet a field
5. 5

   Reorder, rename or remove

   Use the arrows to move a field up or down, Edit to rename it or change a choice’s options, and Remove to delete it.

   EditRemove

Good to know

• Only the owner adds, changes or removes fields. Everyone can fill them in.
• A field’s type can’t be changed after it’s added, and Temperature’s options can’t be changed at all.
• Removing a field clears it on every lead and can’t be undone. Removing an option clears it on the leads that have it.
• A field or option that a workflow uses can’t be removed. Take it out of the workflow first.
• Changing a field shows in the lead’s history but isn’t contact: it doesn’t finish a follow-up.
• When a person changes a field, workflows waiting on A field changes hear it. A workflow’s own Set a field step doesn’t set that off.
• On an archived lead, fields can be read but not changed.