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Custom fields let you store data on a person or company beyond the built-in ones: a plan tier, a region, a renewal date. They are defined per organization, so each organization manages its own list. You manage them in Settings, Lead columns. You can also reach it from the Leads page: open the More options menu and choose Manage lead columns.

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The Lead columns page

The page is titled Lead columns (“The fields on People and Companies, including ones you add.”). Two toggles at the top switch between People and Companies, each with a count of its active fields. Each row shows the field’s name, its key and its type.

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Built-in fields

Every organization gets the same built-in fields the first time the page is opened.
  • People: Email, LinkedIn URL, First Name, Last Name, Full Name, Job Title, Profile Picture, Phone.
  • Companies: Domain, Company Name, Company LinkedIn.
Built-in fields show a Built-in badge with their type. You can rename them (the label is cosmetic), but you can’t change their type, remove them or delete them. Importers and the matching rules depend on them.

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Add a field

1

Choose People or Companies

Use the toggle above the list.
2

Name it

Type the name in the New person field… or New company field… box. Names must be unique within People or within Companies, ignoring case.
3

Pick a type

Choose from Text, Number, Currency, Checkbox, Date, URL, Email, Image from URL, Select, Multi-select or JSON.
4

Click Add field

The field is created straight away.

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Keys never change

Every field gets a key made from its name when you create it. It starts with x_, followed by the name in lowercase with other characters turned into underscores, for example Company Size (2024) becomes x_company_size_2024. If that key is taken, a number is added. The key is permanent. Renaming a field changes only its label, never its key. That keeps anything that points at the key stable.

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Rename a field

Click the name in the row, edit it, then press Enter or click away. Press Escape to cancel. A rename only touches the label.

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Change a field’s type

Use the type dropdown on the row. Only these conversions are supported:
  • Any type to Text.
  • Text to Number, Checkbox, Date or Multi-select.
Anything else, for example Number to Checkbox, is refused with a message telling you to add a new field and re-import. Before the change is made AgentSDR checks how many stored values would convert. Text values convert like this:
  • Number: only plain numbers such as 42 or -3.5.
  • Checkbox: true, t, yes, y, 1 for yes and false, f, no, n, 0 for no.
  • Date: values that start with YYYY-MM-DD.
  • Multi-select: the text split on commas.
If any value in the field can’t be converted, the type change is refused and nothing is touched. Fix or clear those values first, or add a new field. The confirmation dialog warns that unconvertible values “will be permanently cleared”, but the server doesn’t clear them. It rejects the whole change.

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Remove, restore and delete

Removing and deleting are two separate steps on purpose.
  • Remove hides the field everywhere but keeps its data. It’s reversible. Removed fields collect under Removed fields at the bottom of the page.
  • Restore brings a removed field back with its data.
  • Delete permanently erases the field and strips its values from every person (or company) in your organization. It can’t be undone, and restoring a field you re-create later won’t bring the data back. A field must be removed before it can be deleted.
Built-in fields can’t be removed or deleted.

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Where the values live and how you find them

Custom values are stored on each person or company under their field key, so adding, renaming, retyping or removing a field never alters the underlying database table. Searching on the Leads page also looks inside these values.

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Using data as merge fields

Merge fields in your messages come from the columns you kept when importing a list, not from this page. An unmapped column such as Job Title is saved as jobTitle and used as {{jobTitle}}. See Import leads for the rules, and Email campaigns for using them in a sequence.
In the code today, the values of fields defined on this page aren’t resolved as merge fields, and the Leads table doesn’t show them as columns. Use this page to define and organize fields, and use imported columns for merge fields.

Leads

The people and companies these fields belong to.

Import leads

How extra columns become merge fields.

Organizations

Fields are separate for each organization.