Custom fields
Shape every record type around your process with your own fields, options, and visibility rules.
Companies, people, opportunities, tasks, and notes each carry a set of fields you control. Add your own, choose where they appear, and edit the options behind selects, including the pipeline stages and task statuses themselves.
Articles in Custom fields
- Field types you can add Every field type available for your records, from plain text to currency, rich editors, and record links.
- Add, edit, and archive fields Create fields on the Custom Fields page, reorder them, retire them safely, and understand system fields.
- Control where a field appears A field's settings decide its place in lists and record pages, and whether it can be searched or filtered.
- Edit the options in a select field Rename, reorder, add, or colour the choices in any select, including pipeline stages and task statuses.
