Assign custom fields to a lead
There are two ways you can use to assign custom fields to a lead. You are able to add data for a custom field directly on a lead's profile or set the custom field value automatically in the conversation.
Set custom fields in lead's profile
- Start by finding the lead profile that you want to add custom fields too.
- Scroll down and find the custom fields section then click on +Set custom field
- Select the custom field you want, then enter the answer you want.
- Then click on the field or hit return to save your answer.