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Additional fields store information beyond name, email, and phone. Examples: tax ID, current plan, renewal date, city, branch, or satisfaction score. They keep data structured and ready to segment campaigns and personalize messages.

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How it works

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Field types

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Create an additional field

Only the Administrator can access Additional Fields. Managers and Members only fill in values.
1

Open Additional Fields

In the sidebar, click Additional Fields. Select the Contact tab.
2

Start creating

Click Create contact field. The window explains that the field will appear on contacts across the workspace.
3

Configure the field

4

Save

Click Create field. The field receives an ID, which you copy with Copy ID to use in integrations and the API.

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Organize, archive, and delete

  • Use Move up and Move down to reorder. Clear the search before reordering.
  • Archive removes the field from forms and keeps the saved values. Use Restore to bring it back.
  • Delete field permanently removes the definition. If any contact already has a value in the field, deletion is blocked. In that case, archive it.
The Deal tab creates fields for deals in Pipelines. These fields are available across the workspace, and you choose which ones appear on each Pipeline. See Deals →.

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Fill in fields on a contact

1

Open the contact

Click Contacts and then click the contact.
2

Find the field

Additional fields appear in About this contact, after the owner. Required fields have * in the name. To see fields that are still empty, click Show N empty fields.
3

Edit the value

Click the value. The editor changes according to the type: text box, calendar, list, stars, or toggle.
4

Save

Press Enter or click outside the field. In lists, choose the option you want. Press Esc to cancel.
Each change creates a Contact updated event in the History, with the changed fields and who changed them.

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Filled in by the AI agent

The AI agent can fill in additional fields during the conversation. For example, it asks for the city and the plan of interest and saves the answers on the contact before transferring to your team.
  1. In the agent, open the Skills tab and turn on the native Update contact skill.
  2. In the training, explain which information the agent should collect and the names of the matching fields.
  3. Test with Test Agent and check the contact’s History.
See Configure the AI agent →.

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Use the fields

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Best practices

  • Prefer Select over Text when the possible values are known. This avoids spelling variations and makes filtering easier.
  • Mark as Required only what is truly essential.
  • Archive instead of deleting fields that already have data.
  • Use clear names, since they appear to your team and in campaign filters.

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Next steps

Edit a contact

See all fields on the contact page.

Create a campaign

Segment and personalize with additional fields.

Configure the agent

Let the agent fill in the fields.

Use variables

Personalize templates with contact data.