Manage Lead Data Fields

Lead Data → Fields controls the custom information kept on imported Lead Data records. This is separate from Contact → Fields; choose the record type before adding a field.

Entry pointAdmin → Settings → Lead Data → Fields

Who Can Do This

Account admins and CRM admins can manage these fields. Plan names and types before a large Lead Data import, because field changes can affect how agents read imported records.

Add a Field

1. Open Admin → Settings → Lead Data → Fields.
2. Review the existing field groups. Select Add Group if the field needs a new section, and save the group name.
3. Open the group and select Add Field.
4. Enter a customer-facing Field label and choose the Data type and Field type. Add options if you choose a pick list, and review display order and sensitivity.
5. Select Add Field. Use Reorder Groups if the sections need a different order.
6. Open a Lead Data record to check where the field appears.

For fields on CRM contacts, use Contact → Fields instead. See Connect Integrations and Add Your Own Fields for general custom-field guidance.

Common Issues

Issue	What to check
The field is missing on a Lead Data record	Confirm you created it under Lead Data, not Contact, and refresh the record.
An import value does not appear	Check that the import column was mapped to the intended field.
A field cannot be edited or deleted	Confirm it is a custom field; standard fields have different controls.

Contact Brixi support if a saved custom field remains absent from Lead Data records after you verify the record type and refresh. Include the field label and group name.