How to Create Custom Fields in GoHighLevel

Customizing your CRM to fit your unique business needs is essential for streamlining workflows and capturing relevant information about your contacts. GoHighLevel is a powerful CRM tool that allows you to customize it extensively, including the ability to add custom fields. Here's a step-by-step guide to help you create custom fields in GoHighLevel.

Step 1: Access the Settings

Log in to your GoHighLevel dashboard. In the lower-left corner, you’ll find the "Settings" option represented by a gear icon. Click on it to access your account settings.

Step 2: Navigate to Custom Fields

Within the settings menu, look for the "Custom Fields" tab, which may be under the "Company" section or the "CRM" category depending on the updates and versions. Click on the "Custom Fields" to open the section where you can manage and create new fields.

Step 3: Create a New Custom Field

On the Custom Fields page, you will find a list of existing fields (if any). To add a new custom field, click on the “Add Field” button, usually located at the top of the page.

Step 4: Define the Field Details

A new window will pop up prompting you to define the field:

• Field Label: Enter a descriptive name for your field that clearly identifies its purpose.
• Field Name: This is usually auto-generated based on the label but can be customized. It should be unique and ideally without spaces.
• Field Type: Select the data type for the field. Some of the options include text, number, date, dropdown, multi-select, and checkbox. Choose one that fits the kind of data you'll capture.
• Description (Optional): Include any notes that can guide users on how to use the field.

Step 5: Set Field Options

If you selected a field type that requires predefined options like a dropdown or multi-select, you would need to define these values:

• Click on the "Options" button that appears after selecting such a field type.
• Add each option that you want to be available. These could be stages in a sales process, customer types, sources of leads, etc.
• Save your options before closing the window.

Step 6: Save and Test

After entering all the necessary details and configuring your options, click on the “Save” button to store your new custom field. It's crucial to make sure everything works as expected, so go to the relevant section in the CRM where the custom field should appear (like a contact or deal record) and test to see if the new field is visible and functions correctly.

By following these simple steps, you can easily tailor GoLockHighLevel to better suit the needs of your business, creating a more effective and personalized CRM experience. Custom fields are crucial for segmenting your audience, personalizing interactions, and gathering the unique data necessary for your marketing and sales processes.