How to add Custom Fields in the Sales Pipelines?

While adding or editing leads, you may want to add some extra details. While Refrens gives you plenty of default fields to help you capture all the lead information, you may still want additional fields to add more details to your leads. That’s where Custom Fields come in!

Let’s see how:

To add a new custom field, navigate to Business Settings > Custom Fields, Tags & Labels > Lead Custom Field:


Click “Add Additional Field” to add a new custom field:


Once you click on “Add Additional Field”, a pop-up form will appear:


This pop-up form has three sections:

Field Name

Field Type

Label

Field Name: Enter a name for internal reference.

Field Type: Select the type of field from the dropdown based on your needs:


Label: This is the name that will be visible to the public. (i.e. in Lead Capture/Contact Us Forms)

Once all fields are filled, click “Save”.

Hiding Unnecessary Fields

If a custom field is no longer needed, you can hide it by marking the “Hide in Table” option. These fields will no longer appear while adding/editing leads.



That's it, In case you still have questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance!

Updated on: 24/03/2025