Add your own lead fields

Leads & pipeline

Add your own lead fields

Add your own questions to every lead, such as qualification level or policy number.

Where to find it: Settings → Business type & lead fields Owners and admins 6 min

Before you start

You're an owner or admin.

The steps at a glance

Step 1 of 5

Tap Settings in the menu and scroll down to the Business type & lead fields box.
In Business type & lead fields, tap Add field.
Type the Question or label, pick the Type of answer and add Options if it's a pick-one question.
Tick Show in the leads list to see it as a chip. Tick Required if staff must fill it in. Tick Sensitive (ID numbers) for passports.
Tap Save field.

✅ How do I know it worked?

Open any lead → Details tab: your new question is there.

⚠️ Common mistakes

ProblemYou put ID numbers in a normal field.FixEdit it and tick Sensitive (ID numbers) so it's encrypted and hidden.

ProblemA module you don't use still shows in the menu.FixIn the same panel, under Modules, switch it off.