What custom fields are for
Standard fields cover the basics (email, name, company, title, snippets, and more). Custom fields let you store anything else your process depends on — industry tier, account size, region, product interest, or CRM IDs.
Creating a custom field
Custom fields are defined at the account level in settings. Once created, they:
- Appear in the CSV import mapping screen.
- Appear in the FIELDS filter area as their own group (CUSTOM FIELDS).
- Can be inserted into templates as variables, like standard fields.
Populating them
- Set values during CSV import by mapping a column to the custom field.
- Edit them on the prospect detail page.
- Update them in bulk by selecting prospects and editing the field.
Good practice
- Use consistent, machine-friendly values (pick "Enterprise / Mid-Market / SMB", not free text).
- Only create fields you actually filter or template on — every field is another mapping decision on every import.