Custom Contact Fields Overview

In addition to the default Contact Fields such as First Name, Last Name, Email Address, Phone Number, and Physical Address, you can create Custom Contact Fields before importing from a CSV file or manually add specific data points to your Contacts.

*Note: Custom Contact Field ideas could include but are not excluded to birthday date, home or property close date, gross per year, homes closed per year, or phone number.

Step 1

Click "Contacts" on the system's left side.

Step 2

Click "Contact Manager".

Step 3

Click on the "Custom Contact Fields" tab.

Step 4

Click the blue "New Custom Field" button.

Step 5

Name the Custom Contact Field.

Step 6

Select a "Type." The type indicates the specific data type you match up on the Custom Contact Field on the Contact Record.

Types include:

• Text

• Email

• Phone

• Date

• Link

• Dropdown (for use with Lead Forms)

Step 7

Add a "Placeholder" name. This is a reminder of what you need to fill into the space.

Step 8

Click the blue "Add" button to create the Custom Contact Field or "Cancel" to abandon the action.