Help Center › Leads & Pipeline › Custom fields

Custom fields

Add your own fields to lead profiles to capture data specific to your business — property type, budget range, contract date, or anything else that matters to your sales process.

What custom fields do

Every Asan CRM account comes with standard lead fields (name, email, phone, company, status, source). Custom fields let you extend this with fields tailored to your industry and workflow. Once created, custom fields appear on every lead's detail page, are available in filters, and are included in CSV exports.

Field types

When creating a custom field, choose the type that matches the data you need to capture:

Type	Description	Example
Text	Free-form text input for short answers.	Property address, company size
Dropdown	Predefined list of options — the user selects one.	Lead quality (A/B/C), Property type (Condo/House/Townhouse)
Date	Date picker for scheduling or tracking milestones.	Contract expiry, follow-up date
Number	Numeric input for quantities, amounts, or scores.	Budget ($), Number of employees, Square footage

Use Dropdown fields instead of text fields whenever you have a fixed set of options. Dropdowns keep data consistent and make filtering more reliable.

Creating a custom field

Go to Settings in the sidebar.
Click Custom Fields under the Lead Management section.
Click + Add Field.
Enter a field label (e.g., "Budget Range"), select the field type, and configure any options (for dropdowns, add each option).
Click Save. The field is immediately available on all lead detail pages.

How they appear on the lead detail page

Custom fields appear in the left column of the lead detail page, below the standard fields. Like all other fields, they are inline-editable — click any custom field value to change it directly.

Text fields show an editable text input.
Dropdown fields show a select menu with your predefined options.
Date fields show a date picker.
Number fields show a numeric input.

Empty custom fields display a placeholder — click to fill in the value.

Filtering by custom fields

Custom fields are available as filter options in the leads table. This lets you build targeted views like "all leads with a budget over $500K" or "all leads with property type = Condo."

Go to the Leads table.
Click the Filter controls.
Select your custom field from the filter dropdown.
Set the filter value or range.

Custom fields in imports and exports

When you import a CSV, you can map spreadsheet columns to your custom fields during the column mapping step. When you export leads, all custom field values are included in the CSV output.

Create your custom fields before importing a CSV. The import mapper can only map to fields that already exist.

Managing and deleting fields

Return to Settings → Custom Fields to edit or delete custom fields. You can:

Rename a field — the label changes everywhere, but existing data is preserved.
Edit dropdown options — add or remove options. Existing values that match removed options are kept but no longer selectable for new entries.
Delete a field — removes the field from all lead profiles. This is permanent and the data in that field is lost.

Deleting a custom field permanently removes all data stored in that field across every lead. Export your leads first if you need to preserve the data.

Frequently asked

How many custom fields can I create?+

There is no hard limit on the number of custom fields. Add as many as your workflow requires.

Are custom fields visible to all team members?+

Yes. Custom fields are shared across your organization. All team members can view and edit custom field values on leads they have access to.

Can I reorder custom fields on the detail page?+

Custom fields appear in the order they were created. To change the order, contact support.

Can Cori read custom fields?+

Yes. Cori has access to all lead data, including custom fields. You can ask Cori questions like "Show me leads with a budget over $200K" and she will filter using your custom fields.

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Last updated 16 Jun 2026 · Applies to: Asan CRM