1. Feature Overview
LeadSquared provides a set of default lead fields out of the box, but every business captures unique information about its leads. Custom lead fields let you extend the standard lead profile with fields specific to your industry or workflow — such as a credit score for financial services, a property budget for real estate, or a patient ID for healthcare.
Examples by industry:
| Industry | Example Custom Fields |
|---|---|
| Banking & Financial Services | Aadhaar Number, Social Security Number, Credit Score |
| Education & Ed-Tech | 12th Grade Results, Course Interest |
| Real Estate | Location Interest, Budget, Property Type |
| Healthcare | Patient ID, Age, Previous Diagnosis |
| General | Spouse’s Name, Permanent Address, Marital Status, Gender |
2. Prerequisites
You must have Administrator access to create or modify custom lead fields.
3. How It Works
When you create a custom lead field, you define its properties and the section it belongs to. The section determines where the field appears when adding or viewing a lead record. Properties control the field’s data type — such as text, number, or date — and its behavior, such as whether it is mandatory, searchable, or included in mail merge.
4. Creating a Custom Lead Field
- Go to My Profile>Settings>Leads>Lead Fields.
- Click the Create icon.
- Fill in the field properties (see reference below).
- Click Save.
5. Field Properties Reference
5.1 Basic Properties
| Property | Description |
|---|---|
| Display Name | The label shown to users on the lead form (e.g., Alternate Mobile Number). |
| Include Field in Section | The section of the lead profile where the field appears: Lead Details, Additional Details, or Hidden Fields. |
| Mail Merge Default Value | A fallback value used in mail merge when a lead has no data in this field. |
| Data Input Type | The field’s data type. Determines how the field is rendered and what values are accepted (see table below). |
5.2 Data Input Types
| Data Type | Rendered As | Example |
|---|---|---|
| Text (String) | Text box | Designation |
| Number | Text box (select Decimal or Integer) | Fax Number |
| Email input | Alternate Email Address | |
| Phone | Text box or Phone Controller | Secondary Phone Number |
| Website | URL input | Company Blog |
| Date | Date picker | Follow-up Date |
| Time | Time picker | Follow-up Time |
| Boolean | Radio button or checkbox | Valid Passport |
| Dropdown | Single-select dropdown | Country |
| Multi-Select Dropdown | Multi-select dropdown | Courses Opted For |
| Custom Field Set (CFS) | Configurable — supports file/image uploads | PAN Card |
5.3 Behavioral Settings
| Setting | Description |
|---|---|
| Include in Mail Merge | Allows this field’s value to be dynamically merged into email campaigns, automations, and integrations.
Note: File-type CFS fields cannot be included in mail merge.
|
| Is Mandatory | Prevents users from saving a lead record without filling in this field. |
| Include in Quick Search | Makes this field searchable from the Quick Search bar on the Manage Leads page. |
| Show in Quick Add | Displays this field when creating a lead through the Quick Add option. |
| Lock After Create | Prevents non-admin users from editing the field value after the lead is created. Does not restrict API-level updates. |
| Use in Lead Clone | Auto-populates this field when cloning an existing lead. |
| Show in Import | Makes this field available for column mapping when importing leads. |
6. Editing a Custom Lead Field
Once a field is created, only the following properties can be modified:
- Mail Merge Default Value
- Maximum Length
- Is Mandatory
All other properties, including the data input type, are locked after creation.
7. How to Create a Currency Field
LeadSquared does not have a dedicated currency data type, but you can display a Number field in currency format using Custom Field Sets (CFS). Follow these steps:
Step 1: Set your account’s default currency format.
- Go to Settings>Profile>Company Profile.
- Click Edit.
- Next to Default Currency, click Format, select your preferred comma-separated currency format, and click Save.
Step 2: Create a currency-formatted number field.
- Go to Settings>Leads>Manage Custom Field Sets.
- Click Create.
- Enter a Name and Description, then click Next.
- Click Add Field, enter a Display Name, and select Number from the Type dropdown.
- Click the actions menu (
) and select Currency from the Show As dropdown.
Any Questions?
Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!
Hi, I want to add a custom Lead field that will be used in Leads and Opportunities and I want the value to be automatically updated based on the Audit of the Lead.
Example
Custom Field1 = Latest_Update
Custom Field 2 = is_Called
I want the logic in such a way that if during the journey of the lead, if the “Latest_Update” field is set to “Called” then the “is_Called” field should be set to “True” until then it should be “False”
Hi Allan,
You can achieve this using LeadSquared’s Automation feature.
First, create the Lead Fields:
Latest_Update – Tracks the latest action on the Lead.
Is_Called – Ensure this field has a default value of “False” by selecting the ‘False’ radio button option.
Set Up Automation:
Trigger Card: Create a trigger card of Lead Update when the “Latest_Update” field changes.
If/Else Card: Add the condition “Latest_Update = Called”
Action Card: Add a Lead Update action card with the condition “Is_Called = True”
This setup will ensure the “Is_Called” field updates automatically based on the specified condition. If you need further assistance, please send an email to support@leadsquared.com.
Can we create multiple lead fields at one time using any API?
Hi, Abhishek.
You cannot create multiple lead fields at one time using API. However, there’s an API that lets you create a single lead field.
I want once my sales users enter the data in the Lead Field they don’t have access to overright or change the data of that lead field. Let me know how can we achieve this.
Hello, Abhiskek.
You can create a permission template to allow your sales user to edit the lead field.
Hi Dharshana,
I have created the permission template and restricted the edit field but when the user is going to enter the data the first time it shows the restrictions on it.
Hello, Abhishek.
The edit field must not be restricted. You’ll need to enable permission for your users to edit the lead field.