Creating Custom Field

Creating a New Group

1. Click “Add Group” button
2. Enter a group name in the modal
3. The scope (Contact or Deal) is automatically set based on your current tab
4. Click “Add” to create the group

Adding Custom Fields

1. Click “Add Field” button
2. Fill in the field details:
   • Name: Enter the field name
   • Type: Select from dropdown (Date Field, Text Field, Number Field, etc.)
   • Group: Select which group this field belongs to
3. Click “Submit” to create the field

Field Types Available

• Date Field
• Text Field
• Number Field
• Email Field
• Phone Field
• URL Field
• Textarea
• Select
• Multiselect
• Radio Buttons
• Checkboxes

Note: You can not add any field unless there is at least one group.