CRM custom fields that speak your business
Add CRM custom fields for the details your sales process runs on — budget, property type, site visit date — to leads, contacts, companies and deals, checked by type as they are entered, and set the lead statuses, lead sources and lost reasons your team picks from every day.
- Nine field types on four kinds of record
- Values checked against their type before they are saved
- Your own lead statuses, sources and lost reasons
- field types, from number and date to select and phone
- 9
- record types: leads, contacts, companies and deals
- 4
- lead statuses ready on day one, and yours to change
- 5
What you can shape to fit your business
- Field typesText, long text, number, date, select, checkbox, URL, email and phone
- Record typesFields on leads, contacts, companies and deals
- Field rulesRequired, unique, locked, help text and where each field shows
- Ad form answersMeta Lead Ads questions mapped to lead fields
- Lead statuses & sourcesYour stages of a lead and where it came from
- Lost reasonsOne list for why leads and deals are lost
The details that matter sit in a notes box
“Budget around 45 lakh, wants 3BHK near Baner, site visit next Saturday” sits in a free-text note. Nobody can sort by budget, nobody can see which buyers want a 3BHK, and the visit date is only found by whoever reads the note.
Every rep spells the same thing differently
One rep writes “3 BHK”, another “3bhk”, a third “three bedroom”, and the source column says “FB”, “Facebook” and “Meta ad”. By month end the numbers can’t be added up, because the words never matched in the first place.
Lost deals with no reason anyone can use
Deals are marked lost with “not interested” or nothing at all. When the owner asks whether you are losing on price, on location or to a competitor, the honest answer is that nobody knows.
Nine field types for the way you actually sell
Pick the type that matches the information, and DigiPix Flow checks every value against it. A number field only takes numbers, a date field only takes a date, and a select field only accepts one of the options you set. URL, email and phone fields keep contact details in a shape your team can use.
- Text and long text for names, addresses and remarks
- Number and date fields that reject anything else
- Select fields limited to the options you define
- Checkbox, URL, email and phone fields
Fields on leads, contacts, companies and deals
Each record type keeps its own set of fields, so a lead can carry a budget and a property type while a company carries its credit terms and a deal its competitor. Fields appear on the record page and on the create form when you choose, and reps fill lead fields from the mobile app too. When two contacts, companies or deals are merged, custom field values from the duplicate fill the gaps on the record you keep.
- A separate field list for each of the four record types
- Choose whether a field shows on the create form and the record
- Lead fields viewed and edited in the mobile app
- Values carried over when contacts, companies or deals are merged
Put fields in order, and decide the rules
Drag fields into the order your team fills them in. Mark a field required so a record can’t be created without it, or unique so two records can’t share the same value. Add help text and a placeholder so reps know what to type, and lock the fields your processes depend on so their key can’t be changed and they can’t be deleted.
- Drag to reorder the fields on each record type
- Required fields checked when a record is created
- Unique fields refuse a value another record already has
- Locked fields protected from renaming the key or deletion
Ad form answers land in the right field
When you connect a Meta Lead Ads form, map each question to a standard lead field or to one of your lead custom fields. The answer to “What is your budget?” goes straight into Budget (₹), and a property type answer is matched to your select options regardless of capital letters. An answer that doesn’t fit the field is skipped, and the lead is still created.
- Map Meta form questions to your lead custom fields
- Select answers matched to your options, ignoring capitals
- Answers that don’t fit are skipped, never the whole lead
- One question per field, so answers can’t overwrite each other
Custom lead statuses that match how your team qualifies
Every workspace starts with New, Contacted, Qualified, Converted and Lost. Add the steps your process really has, such as Site visit booked, give each status a colour and drag them into order. Choose which status new leads start in, and see how many leads sit in each one.
- New, Contacted, Qualified, Converted and Lost to start
- Add your own statuses, each with its own colour
- Drag into order and choose the default for new leads
- In-use counts, and no deleting a status leads still use
One list of lead sources, spelt the same way every time
Keep a single list of where leads come from — a property expo, a site hoarding, walk-ins — so reps pick a source instead of typing one. A website form or a Meta form can be set to one of your sources, so its leads arrive already labelled. Rename a source and the leads that carry it are updated with it.
- Add your own sources to one shared list
- Website and Meta forms set to a source you choose
- Renaming a source updates the leads that use it
- Mark a default, reorder, or deactivate old sources
A reason for every lead and deal you lose
Write the lost reasons that fit your market — budget too low, bought elsewhere, location not suitable — and your team picks one from the list. A lead can’t be set to Lost without a reason, and a deal closed as lost asks for one too unless you switch that requirement off in pipeline settings.
- Your own list of lost reasons, in the order you choose
- A reason required when a lead is set to Lost
- Deals closed as lost ask for a reason by default
- Deactivate old reasons without touching past deals
Fields that do more than sit on a record
Tick Show in list on a lead field and it becomes a column you can add to the Leads list, so reps can scan budgets without opening each lead. Deal stages can require a Competitor to be recorded before a deal moves on, read from a deal custom field of that name. Decision maker works the same way, and a linked contact also counts.
- Lead fields added as columns on the Leads list
- Stage rules that read a Competitor deal field
- Decision maker met by a linked contact or a field of that name
- Inactive fields hidden from forms without losing their values
From a notes box to fields your team can use, in five steps
- STEP 01
Add the fields you need
Choose the record type, name the field and pick one of the nine types.
- STEP 02
Set order and rules
Drag fields into place and mark them required, unique or locked.
- STEP 03
Connect your ad forms
Map Meta Lead Ads questions to lead custom fields so answers arrive filled in.
- STEP 04
Shape your masters
Set your lead statuses, lead sources and their colours, order and defaults.
- STEP 05
Learn from what you lose
Record a lost reason on every lost lead and deal, from one shared list.
Custom fields vs notes fields and spreadsheet columns
| What it covers | Notes fields and spreadsheet columns |  DigiPix Flow |
|---|---|---|
| Where business details are kept | A free-text note or an extra spreadsheet column | Typed fields on leads, contacts, companies and deals |
| Checking what is entered | Anything can be typed anywhere | Numbers, dates, emails, URLs and select options checked on save |
| Information you can’t do without | Missed until someone needs it | Required fields checked when the record is created |
| Answers from ad forms | Copied across by hand from a download | Meta form questions mapped to your lead fields |
| Lead statuses and sources | Typed differently by every rep | One shared list with colours, order and a default |
| Why deals are lost | Left blank or written as “not interested” | A reason from your own list on every lost lead and deal |
| Cleaning up old values | Find and replace across files, and hope | Deactivate or rename once; leads keep up with a renamed source |
Custom field and master questions, answered
Which field types can I add?
Nine: text, long text, number, date, select, checkbox, URL, email and phone. Each value is checked against the type when it is saved, so a number field only holds numbers and a select field only holds one of its options.
Which records can have custom fields?
Leads, contacts, companies and deals. Each has its own list of fields, so the details you keep on a lead can be different from the ones you keep on a company.
Can I make a field required?
Yes. A required field that shows on the create form must be filled before the record can be created, and a value in a required field can’t be cleared later. You can also mark a field unique, so no two records of that type share the same value.
Can I change the order of fields?
Yes. Drag fields into the order you want on each record type, and that order is used on the create form and the record page. You can also sort the settings list by label or type while you look for a field.
What happens to values if I remove a field?
You can switch a field to inactive, which hides it from forms without deleting what was already entered. Locked fields can’t be deleted, and required fields can’t be deleted unless a workspace rule allows it.
Can captured leads fill custom fields?
Yes, from Meta Lead Ads. When you map an ad form, each question can point to a standard lead field or to an active lead custom field. Answers that don’t fit the field’s type are skipped and the lead is still created. CSV import fills the standard lead and contact columns rather than custom fields.
Can I change the lead statuses?
Yes. Every workspace starts with New, Contacted, Qualified, Converted and Lost. You can add your own statuses with a colour, rename them, drag them into order, choose the default for new leads and deactivate the ones you no longer use. A status that leads still use can’t be deleted.
Is a lost reason required?
A lead can’t be set to Lost without one. Deals closed as lost ask for a reason too, unless you switch that requirement off in pipeline settings. Reasons come from your own list, so they can be counted.
Who can change custom fields and masters?
Only people whose role allows managing custom fields or CRM masters. Everyone else sees the settings as read-only, and adding, editing or deleting a master is written to the audit log.
Something we haven't covered? Talk to an expert
Keep exploring
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- FEATURESCompany accountsThe businesses you sell to, with their own fields, people and deals.Explore the feature
- PRODUCTEvery lead in one inboxLeads captured from ads and forms, with statuses and sources from your own lists.See how it works
- PRODUCTA pipeline you can trustDeal stages with required fields, approvals and a lost reason on every loss.See how it works
- FEATURESImport leads and export dataBring lead and contact lists in, and take your records out as files.Explore the feature
GUIDEHow to qualify leadsThe questions worth asking every lead, and how to record the answers.Read the guide
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Make the CRM fit how you sell
Talk to an expert — bring the questions your team asks every buyer, and see them set up as fields, statuses and lost reasons.
- A real person, not a bot
- Bring your own questions
- See your fields set up