Custom Fields, Lead Profile & Notes

Custom Fields, Lead Profile & Notes Every contact has the basics — name, phone, email, channel. But you usually know a lot more about the people you talk to: their company, their birthday, what they bought last time, which conference they came in from. This page covers the extra pieces of information you can attach to a contact in v2, and where each one lives now. Overview What Best for Where it lives Custom Fields Short structured facts (company, position, birthday, plan, etc.) A list of key/value pairs on the contact Notes (= Lead Profile) A free-form description of who this person is and why they matter — read by the AI when personalising replies A single text area on the contact Status Tracking where a contact is in their journey, including marking them spam A single value on the contact What changed from before: v2 merges what used to be two separate things — a long-form "Lead Profile" and a stacking list of dated Notes — into one field , labelled Notes on the contact's full record. There's no longer a separate timestamped notes log with titles; everything you'd write about a contact goes in this one box. See Notes below for what that means in practice. Defining Custom Fields Custom fields are reusable across all your contacts. Once you create a field like company , it becomes part of your account's schema and appears as a suggestion every time you edit another contact. Field type: Custom fields are free-text only — there are no dropdown, radio-button, or multiple-ch