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You can create custom fields for your companies, people, and leads in Nutshell. Use these for fields that don't already exist in Nutshell, like internal customer order numbers or important dates. All you need to do is access Settings > Organization > Custom Fields, and then click on the respective tab of the type of record you wish to add the field to —Company, Person, or Lead. For example, if you want to create a custom field for leads, just click on the Lead tab.
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Click + Create a new field, under the gray header for lead custom fields, company custom fields, or people custom fields, to choose where the field will be created.

You'll be presented with a popup box to name your field and to choose the type. You can also give your custom field a description to help team members remember the field's purpose.
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A decision field is a drop-down list that you create. You can add as many options as you want to a decision field.

Check the field "Allow more than one option to be selected" to allow your reps to select several options.

Calculated custom fields let you define a formula that updates a lead’s number or currency custom field value automatically, using lead metrics, other custom fields, and basic math. You set the formula once; Nutshell keeps the value current as the underlying data changes. Calculated fields are available for lead custom fields only, and only when you create a new Number or Currency field. You cannot turn an existing static field into a calculated one after it has been created.
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Choose Number or Currency as the field type, and the Add calculation toggle will appear in the dialog. Turn it on to reveal the Formula box, where you can build your formula. Click Create custom field when you're done.
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Click Insert field to add:

Use the toolbar for plus, minus, multiply, divide, and parentheses to write your expression. Formulas can reference static lead number and currency custom fields, not other calculated fields — Nutshell validates this when you save.​

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Calculated fields are read-only on the lead page — your team cannot type into them manually. When a value that your formula depends on changes (such as lead value, confidence, a referenced custom field, or email activity), Nutshell recalculates the field in the background.

On the lead page custom fields widget:

Calculated fields do not appear in the form editor, so visitors cannot submit values for them through Nutshell forms. You can still add calculated fields as columns on your leads list and use them in reports where lead custom fields are supported.

Where your custom fields appear on a record depends on your layout settings. On company and people pages, and on lead pages, you can add dedicated custom field widgets to the workspace or sidebar using Customize layout. Learn how to set this up in the Customize your company and people pages and Customize your lead page by pipeline articles.
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Once a custom fields widget has been added, you can edit fields directly on the record page and they'll be saved immediately. The custom fields widget has All, Filled, and Empty tabs so you can quickly filter between fields with and without data. If you've just created a new field and don't see it, switch to the All tab.​
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You also have control over the order of custom field widgets on company, people, and lead pages. Open Customize layout and drag and drop widgets into the order you prefer.

You can add the custom fields as a column on the companies, people, and leads tabs by clicking the "Columns" icon shown below. You can also add the custom field as a column under Reports > Custom if the field is on a lead or company.

This is determined by your subscription level—you have access to

Yes. You can rename a custom field at any time, and you can also convert between Text and Number field types. Other field type changes aren't supported. Note that if you rename a field, any data previously entered into that field will be lost.

You can sort and filter by custom fields within the companies, people, and leads list pages. You cannot filter by custom fields within custom reports.

Users cannot change the currency type for custom fields.

Yes! First, create the custom field in Nutshell. Then, add it as a column in your CSV. The only custom field type that you cannot import into are address and currency custom fields on leads. Learn more about how to format your file here.

Custom fields can be added to your sales automation pipelines as stage goals. You can learn more about stage goals here.

No. Calculations can only be added when you create a new lead Number or Currency field. If you need a calculated version of an existing field, create a new calculated field and retire or archive the old one.
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No. Calculated fields are read-only and are not available to add in the form editor.
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No. Formulas can reference static lead number and currency custom fields, plus the built-in lead metrics listed above — not other calculated fields.