Custom Fields
Custom fields let you extend the default SalesOS data model with fields specific to your business. Add them to leads, deals, or both to capture the information your team needs.Creating a Custom Field
Configure the field
Set the field properties:
- Label — The display name shown to users
- Field key — A unique identifier (auto-generated from the label, used in the API)
- Type — The data type (see field types below)
- Required — Whether the field must be filled in
- Default value — An optional pre-filled value
- Description — Help text shown below the field
Field Types
| Type | Description | Example |
|---|---|---|
| Text | Single-line text input | Company website, reference number |
| Long Text | Multi-line text area | Detailed notes, requirements |
| Number | Numeric input (integers or decimals) | Employee count, budget amount |
| Currency | Formatted currency value | Expected annual revenue |
| Date | Date picker | Contract start date, renewal date |
| Dropdown | Single selection from a list of options | Industry, lead source, deal type |
| Multi-Select | Multiple selections from a list | Product interests, pain points |
| Checkbox | Boolean true/false | Has NDA signed, is key account |
| Email address with validation | Secondary contact email | |
| Phone | Phone number with formatting | Alternative phone number |
| URL | Web address with validation | Company LinkedIn profile |
Managing Field Options
For Dropdown and Multi-Select fields, you need to define the available options:- Open the field settings
- Click Manage Options
- Add options one at a time, or paste a list
- Drag to reorder options
- Set a default selection (optional)
- Save
Field Ordering and Grouping
Control how custom fields appear on the record form:- Drag and drop fields to reorder them
- Create sections to group related fields together
- Set column layout — Display fields in 1 or 2 columns
Field Sections
Group related fields under named sections:- Click Add Section above the field list
- Name the section (e.g., “Company Details”, “Technical Requirements”)
- Drag fields into the section
Required Fields by Stage
You can make fields required only when a deal reaches a specific pipeline stage:- Edit the custom field
- Under Conditional Requirements, click Add Rule
- Select the stage where this field becomes required
- Save
Stage-conditional required fields prevent deals from moving to the next stage until the field is filled. This ensures data quality at critical points in the sales process.
Using Custom Fields in Filters and Reports
Custom fields are available in:- Pipeline filters — Filter deals by any custom field value
- Lead list filters — Filter leads by custom field values
- Reports — Group and aggregate data by custom field values
- Export — Custom fields are included in CSV exports
- API — Custom fields are accessible via the API
Editing and Deleting Fields
Editing
You can edit a field’s label, description, required status, and default value at any time. Changing the field type after creation is not supported — create a new field if you need a different type.Deleting
To delete a field:- Go to Admin > Custom Fields
- Click the field you want to remove
- Click Delete Field
- Type the field name to confirm
- Click Permanently Delete