Custom fields

1. 1Go to Settings → Custom Fields (the Field Manager).
2. 2Choose Person, Companies, Deals or Projects.
3. 3Click Add Custom Field.
4. 4Enter a Field Label, pick a Field Type, and add a Description and Options where they apply.
5. 5Turn on Required Field if it must be filled in, and Show on Create Form to show it when people add a record.
6. 6Save the field.

The field types are Text, Large Text, Single Option, Multi Option, Tags, Numerical, Phone Number, URL, Email, Time, Time Range, Date, Date Range and Address.

Click Reorder to change the order of fields. A field that still holds data can't be deleted.