Custom Fields
Add your own data points to Leads, Invoices, and Team
Add →
No custom fields for Leads yet
Click "Add Custom Field" to create one. It will automatically appear in the Leads forms.
Leads Fields
Add →
No custom fields for Invoice yet
Click "Add Custom Field" to create one. It will automatically appear in the Invoice forms.
Invoice Fields
Add →
No custom fields for Team yet
Click "Add Custom Field" to create one. It will automatically appear in the Team forms.
Team Fields
How Custom Fields Work
Custom fields appear in Leads, Invoices, and Team forms automatically. Values are stored per record using the
cf_ prefix. Fields created here show up in add/edit forms for the selected module.