Creating custom fields
Go to Settings → Fields → New Field. Choose the object (Contact, Company, or Deal), give the field a name, and select the type: Text, Number, Date, Dropdown, Multi-select, Checkbox, URL, or File.
Field types
Text: free-form string, up to 10,000 characters. Number: integer or decimal, optionally formatted as currency or percentage. Date: date picker, stored as ISO 8601. Dropdown: predefined options, single-select. Multi-select: predefined options, multiple allowed. Checkbox: boolean. URL: validated URL string. File: file attachment, up to 50MB.
Required fields per stage
On the Enterprise plan, you can mark custom fields as required for specific pipeline stages. A deal cannot move to the next stage until the required field is filled. This enforces data quality at deal progression time.
Importing & exporting
Custom fields are included in CSV imports and exports. Use the exact field name (as shown in Settings → Fields) as the column header in your CSV. Custom fields are also available in all API responses.