Overview
This guide will walk you through how to edit existing Custom Fields on a Lead.
Custom Fields allow you to capture and track information that is specific to your sales process, campaigns, or the type of intelligence you want to collect on a Lead.
Depending on how your program is configured, you may see different Custom Fields across Leads. The number of Custom Fields and their field types are defined by your organization based on what information is most relevant and important to track.
If you need to add, remove, or configure Custom Fields, this can be done from:
Admin Console → Customize Pipelines & Fields
What are Custom Fields?
Custom Fields are user-defined fields used to capture Leads or Purchase information beyond the default system fields.
They are commonly used to track:
Business-specific attributes
Qualification details
Pricing or numeric inputs
Dates and milestones
Categorization or segmentation data
Some common examples of Custom Fields are:
Contract Expiration Date (Date Input): The Date in which an agreement you have with the Lead will expire on.
Industry (Select, NAICS or SIC): The industry code that the Lead's business is classified as.
Competitor (Select or Multiselect): The Competitor(s) that the Lead is currently doing business with.
Website (Text Input): The Website of the Lead's business.
Custom Fields are configured in Admin Console → Customize Pipelines & Fields, where admins can:
Create Custom Fields
Define field types
Decide which section of the Lead Details page the field appears in
Supported Custom Field Types
Custom Fields can be set up with different field types, including:
Text – Free text input
Select – Single selection from a dropdown list
Multi-Select – Multiple selections from a dropdown list
Number – Numeric values only
Date – Date selection from a calendar
Date Time – Date and time selection from a calendar
The way you edit a Custom Field depends on its field type.
How to Edit a Custom Field?
Step 1: Open a Lead
Navigate to any Lead from Funnel, Map, List, or Search.
Click on the Lead to open the Lead Details page.
Step 2: Locate the Custom Field
Find the Custom Field you want to edit.
Custom Fields may appear in:
Lead Info section
Other sections configured under Admin Console → Customize Pipelines & Fields
The location of each Custom Field depends on how your admin has set up the pipeline layout.
Step 3: Edit the Custom Field Based on Field Type
Edit the field according to its type:
Text field
Click into the field and type the new text directly.
Number field
Click into the field and enter a numeric value.
Only numbers are accepted.
Date field
Click the field and select a date from the calendar.
Date Time field
Click the field and select both date and time from the calendar.
Select field
Click the dropdown and choose one option.
Multi-Select field
Click the dropdown and select one or more options.
Step 4: Save the Changes
After entering or selecting a new value, click anywhere outside the field.
The updated information is saved automatically, and no manual save button is required.
Tips & Best Practices
Ensure you understand the field type before editing, as input validation depends on it (e.g., Number fields only accept numeric values).
If you need to edit field options, field type, or section placement, contact an admin to update it under
Admin Console → Customize Pipelines & Fields.Changes to Custom Fields may trigger approval workflows if approval conditions are configured for the field.