Custom fields can be added to your Chime instance as a way to save information in a pre-planned spot that needs to be available for every lead. When you add a custom field to the settings, you will be able to then add data to that field when editing a lead record.
Creating Custom Fields
To add custom fields, navigate to Settings > Custom Fields > + Add New Field:
Give the field a name that you will recognize later. This field name will appear next to the field when editing the lead record:
Choose the Data Type for the field. You can create 50 of each custom field (total of 150).
This custom field will now be an available option to add data to on the lead profile page.
Adding Data to Custom Fields
To add data to custom fields, simply navigate to a lead profile page > click the three dots > Edit Details:
Scroll down and find the custom field(s) where you would like to add data and do so directly in that field. The example below shows "Favorite Color" as a custom field, but you will of course be adding the information to whichever fields you have created:
Using Custom Fields
When custom field data has been added, it will appear on each individual lead profile under the Details section. This example below is for a custom field called "Favorite Color" and because it has information in it, the field will appear. If a custom field is left blank on a lead profile, it will not appear:
Exporting Custom Fields
Custom fields will be available in a CSV export. For more information on exporting leads from Chime, see Lead Export.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.