Add your own fields
Add your own fields to accounts, choose each field's type and make a field required.
What you will learn
- Add a field
- Click the plus at the end of the table header, then give the field a label and a type such as number.
- Drop-down fields
- A select field lets people pick from a list, and needs at least one option.
- Required fields
- Turn on Required and nobody can create a record without filling the field in.
Records
9 lessonsApprox. 23 min
Your progress0%
Related articles
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- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.





