What are Custom Fields?

Who has access to this feature?

Access level: All Users

Custom Fields let you capture additional lead details beyond the standard fields in WhatConverts. Think of them as flexible labels you design yourself, like Service Type, Sales Rep, Campaign Name, or Region.

Why Use Custom Fields?

Not all leads are equal. A high-value install lead isn’t the same as a low-value maintenance call. Without Custom Fields, all leads look the same in your reports, making it hard to prioritize jobs, assign leads effectively, or prove which campaigns drive ROI.

Custom Fields solve this by letting you capture the details that matter to your business. With them, you can:

Organize and categorize leads using criteria that match your business.
Qualify leads by adding details like job type, urgency, or intent.
Filter, group, and analyze leads in the Lead Manager.
Report on performance by seeing which campaigns drive high-value leads.
Optimize campaigns by sending enriched lead data back to ad platforms.
Enable automation by using Custom Fields in Lead Intelligence rules.

Instead of working with one-size-fits-all lead records, Custom Fields adapt WhatConverts to your workflows.

Examples of How Businesses Use Custom Fields

Custom Fields are flexible and work in any industry. Here are some ways businesses put them into action:

HVAC company: Adds Service Type to separate installs, repairs, and maintenance. Helps value leads, qualify by job type, and optimize ad spend for high-value installs.
Plumbing company: Adds Urgency to prioritize emergency jobs over routine calls.
Dental clinic: Adds Treatment Type to track interest in cosmetic vs. general dentistry.
Electrical company: Adds Region to route leads to the right local team.
Sales teams: Add Sales Rep to improve accountability and track pipelines.
Marketing teams: Add Lead Quality to filter out low-value leads before sending data to ad platforms.

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