How do I add custom fields to my contacts?

Custom fields allow you to save information that matters to your business but is not covered by the standard contact fields.

Open the Custom Fields tab, create a new field, and choose the type of information it should contain.

Available field types include:

• Text
• Long text
• Number
• Phone
• Dropdown
• Checkbox
• Date
• Recurring date

You could create fields for a closing date, birthday, lead source, price range, client type, or any other information you want to track.

Date or recurring date?

Use Date when the year is important, such as the exact date a property closed.

Use Recurring date for an event that repeats annually, such as a birthday or home anniversary. The recurring field focuses on the month and day, allowing it to be used for yearly mailings. A Workflow can use these dates with a Wait Until Date step.