How to Add Custom Fields for Leads in Brokerkit

Summary

This article explains how to add custom fields for leads in Brokerkit, including the use of standard fields, notes, and labels.

Adding Custom Fields for Leads

Standard Fields

Brokerkit allows users to add and edit a variety of standard fields for each lead. These include:

• Multiple email addresses
• Phone numbers
• Owner
• Referrer
• Production details
• Source
• Status
• Notes

Custom Lead Statuses

Users can also create custom lead statuses. For guidance on how to add these custom statuses, refer to the how to add custom statuses guide.

Using Notes for Additional Information

If you need to store information that does not fit into the standard fields, you can utilize the 'Notes' field. This field can be used to capture any extra data relevant to the lead.

Labels for Segmentation

Another effective method for adding custom fields is through the use of labels. Labels allow you to segment your contacts for better organization and management. More details on how to use labels can be found in the using labels to group your contacts article.

Requesting Advanced Customization

For users who require more advanced customization options beyond the built-in features, it is recommended to request this functionality from Brokerkit support.

Conclusion

While Brokerkit does not support fully custom fields, users can effectively manage lead information using standard fields, notes, and labels. For any additional customization needs, contacting Brokerkit support is advisable.