Entities and fields

Settings → Entities & fields (/settings/entities) lists your entity types — Contact, Company, Deal, and any the vertical pack added, such as Campaign — and their fields. Entities themselves come from the pack; fields are yours to add, edit, hide, and delete.

Add a field

1. Open an entity and click Add field.
2. Give it a display name. The API field key pre-fills from the name as camelCase (“LinkedIn URL” → linkedInUrl) until you type your own; a duplicate key — including one held by a deleted field, since keys stay reserved — is flagged before you submit.
3. Pick the type. For a dropdown, list its options; each can take a color swatch or any hex color (with a live light/dark preview and a warning if it would be hard to see).
4. Save. The field appears immediately in forms, detail pages, list columns, filters, and the import mapper.

The dialog keeps Cancel / Save pinned at the bottom, so a long option list never pushes Save off-screen. Editing never changes a field’s key.

Per-field switches

• Required — the form insists on a value.
• Hidden — removes the field from forms, detail pages, list columns, and filters, while keeping the data in exports and search. This is different from deleting. It works on system fields too — the LinkedIn identity fields ship hidden. A field cannot be both Required and Hidden.
• Show in right-click menu — puts a dropdown on the list row’s right-click menu as a quick-set (Set Source, Set Temperature, …). Pre-checked for new dropdown fields; booleans stay opt-in.
• Allow adding options from forms (default off) — a rep can add a new option to the dropdown from a record form, the detail pane, a list cell, or the right-click menu, with ”+ Add {field}…”. Adding is append-only and audited; renaming and removing options stay here. The Lead Gen pack turns this on for Source only, because two shipped reports read the other vocabularies.
• Share notes across this link (reference fields only, default off) — the two records the field links share their notes, each tagged “via the other record.” Works from a single link (B need not point back at A), notes only, one hop. Untick it, or clear the reference, and the borrowed notes simply stop appearing. See Add a note.

Delete a field

Delete is a soft delete: the data is kept and the key stays reserved. To take a field out of the way without losing anything, hide it instead.

Stage is never a form field

The stage field is excluded from every data-entry form on purpose — the pipeline rail and the boards are the stage control — while staying visible in list columns, filters, search, and export.