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Custom fields: shaping a CRM around how you actually sell

29 August 2026

Most sales processes have their own quirks - a qualifying question every deal needs answered, a field specific to one product line, a stage that means something particular to one team. Custom fields let the CRM's Companies, Contacts, and Deals reflect exactly that, rather than a generic template everyone has to work around.

Because those fields sit on the same shared records the rest of the platform uses, a custom field captured in Sales stays visible anywhere else that record shows up, without needing to be re-entered.

Shaping the pipeline this way keeps adoption high - a CRM that fits how a team already sells is one they'll actually keep updating, rather than one they work around.

Frequently asked questions

Can different teams have different custom fields?

Custom fields are shaped around your organisation's own sales process, configured to capture whatever your team actually needs to track.

Do custom fields show up in reporting?

Yes - since they're part of the same Deal and Contact records the rest of reporting draws from, they're available wherever that data is used.

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