Take a tour in Nutshell:

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. Simply click on the respective tab—Company, Person, or Lead—to create a custom field for the type of record you're working with. For example, if you want to create a custom field for leads, just click on the Lead tab.

In the Setup section under "Custom fields," click + Add custom 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.

You can also set custom fields to be specific to a pipeline. This means certain fields will only appear for leads in a specific pipeline, whether you’re viewing a lead, looking at a lead card on the lead board, or creating a lead and selecting a pipeline. This helps keep your page focused on the fields that matter most for each pipeline.

Use this type of field to document information you do not need to see on every lead page. The field will not show up in the lead unless there's data in it—the only way to add data to it is by importing.

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.

Your custom fields will appear on the right side of company and people pages.

In leads, the custom fields can appear in the center of the lead or in the sidebar, depending on where you created that custom field. You can edit these fields directly and they will be saved immediately.

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 25 custom fields with Nutshell Foundation, 50 custom fields with Nutshell Pro, and an unlimited number of custom fields with an Enterprise level subscription.

You can change the custom field name after it has been created, but the field type cannot be changed. Note that if you change the name, 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.