Extend leads, contacts, orders, or bookings with the fields your workflow needs. Text, dropdowns, dates, or lookups to other records.
What you'll build
A CRM record schema that captures the fields your workflow actually needs. You end up with leads that carry your qualifying questions, contacts that carry the tags your team filters on, and orders that carry the metadata your fulfillment team needs. Every custom field shows up in list views, filters, exports, and API responses, so you can slice reports the way your business thinks.
How Growthzi does it
The Custom Fields editor lives inside every module's settings. You pick a field type (text, number, date, dropdown, boolean, lookup), give it a label, and choose whether it appears on the create form, in the list view, or only on the detail screen. Fields are versioned, so renaming one keeps existing data intact, and each field is exposed through the REST API using the slug you picked.
Step by step
- Open the module you want to extend (Leads, Contacts, Orders)
- Click Settings, then Custom fields
- Add a field, pick the type, and set whether it is required
- Choose where it renders (form, list, detail)
- Test by creating a new record and confirm the field saves
- Export the module to CSV to verify the field ships in the export
