Add custom fields and lists to contacts and products
Record extra details on contacts and products, such as account managers, brands or seasons.
Custom fields add your own boxes to every contact or product. Custom lists add a drop-down with options you choose.
Go to Settings → Contacts for contacts, or Settings → Products for products. You need the Manage contact settings or Manage product settings permission.
Under Custom Fields, click Add Field. Give it a name. Choose whether it holds text, a number or a date.
Under Custom Lists, click Add List and name it, such as Brand. Click + Add option for each choice. Double-click an option to rename it.
Open a contact or product and go to Custom Fields. Your fields and lists are there.
Good to know: custom fields are included in contact and product imports and exports, and in the Contact list and Product list reports.