SharpSpring enables you to create custom fields and add them to forms. Custom fields can be used to trigger automation workflows, segment contacts to a list, inform sales people, and much more. This article will detail how to create custom fields.
The following user roles can create custom fields:
Article Contents
Creating Fields
To create a custom field, do the following:
- In SharpSpring's top toolbar, click
 User Settings > Settings.
- In the left panel, under Features, click Custom Fields.
- Click the Add Field.
- Choose from one of the following field types:
| Lead: |
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Appears only on contacts.
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| Account: |
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Appears only on accounts.
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| Opportunity: |
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Appears only on opportunities.
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- Enter the Field Label or name of your new custom field.
- If you selected Lead Field, these options will be available underneath the field name:
Visible in
Contact Manager: |
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Appears on contact pages.
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| Available when creating forms: |
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Available to use a form field.
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| Email Merge variable: |
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Available as a merge variable
when sending emails.
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| Editable in Contact Manager: |
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Able to make changes to the field’s content within a contact page.
This field is always checked. |
- Click the desired field type radio toggle.
- Click Create Field.
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Click to enlarge.
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Note: When selecting a field type, certain field types will display a placeholder. Placeholders are what users see when they interact with a field.
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