Skip to main content
Lead custom fields let you store extra information on each prospect — beyond name, email, company, and the default CRM fields. Define the fields once in Workspace Config, then fill them in on every lead card.
Only SuperAdmin and Admin roles can create, edit, or delete custom field definitions. Team members with lead access can fill in values on lead profiles.

​
Before you start

  • Access to Workspace Config → Custom Fields
  • A plan that includes CRM custom fields for your workspace

​
How lead custom fields work

  1. An admin creates a definition (name + type) with Belongs to = Lead.
  2. That definition appears on every lead profile in the workspace.
  3. Your team (or Claude/Cursor via MCP) fills a value on each lead.
  4. Lead and client fields are separate catalogs. A lead field named Industry does not automatically create a client field with the same name.

​
Create a lead custom field

1

Open Custom Fields

Go to Workspace Config → Custom Fields.
2

Start a new field

Click Create Custom Field.
3

Choose Lead as the owner

In Belongs to, select Lead. The field will appear only on lead profiles (not on clients or tasks).
4

Name the field and pick a type

Enter a clear name (for example, Industry or Estimated budget). Choose a type:For dropdown types, add the allowed options. Toggle Required if the field must be filled when creating or editing a lead.
5

Save

Click Create. The field appears in the Custom Fields list with belongs-to Lead.
Use names your sales team already uses in calls and spreadsheets. Consistent labels make filters and handoffs clearer.

​
Duplicate field names

AgencyHandy blocks a second lead field with the same name (case and spacing ignored). Examples: If create is blocked for a duplicate, use the existing field from the list (or via ah_custom_field_list) instead of creating another.

​
Fill in values on a lead

1

Open a lead

Go to CRM → Leads and open a lead card.
2

Open the Custom Fields tab

In the lead detail view, open the Custom Fields section or tab.
3

Enter values and save

Complete the fields your workspace defined, then save. Values stay with the lead through pipeline stages.

​
Use with Claude or Cursor (MCP)

With AgencyHandy MCP (agencyhandy-mcp@1.5+):
  1. List lead definitions: ask Claude to list lead custom fields (ah_custom_field_list, type lead).
  2. Fill values by definition id — never invent ids.
  3. Create a lead and set fields in one step, or set values on an existing lead.
  4. To update a value later, open the member’s fields first (ah_member_custom_fields) and prefer the existing value row id when one is already filled.
Example prompts:
  • “List our lead custom fields.”
  • “Create a lead for Nora at Bright Studio and set Industry to Agency software.”
  • “On lead nora@brightstudio.com, set Estimated budget to 12000.”
Admins can also create definitions from MCP (ah_custom_field_create). Duplicate names return in notCreatedCustomFields with reason Field already exists.

​
Convert a lead that has custom fields

When you Convert to Client, AgencyHandy can prompt you to carry over lead custom fields that should also exist on the client.
  • If matching client custom fields already exist, map or copy values during conversion.
  • If a lead field has no client equivalent, create the client field first under Workspace Config → Custom Fields (belongs to Client), or skip that value.
See Client Custom Fields for defining client-side fields.

​
Manage existing lead fields

From Workspace Config → Custom Fields:
  • Search or filter by name and belongs-to (Lead)
  • Edit the field name, options, or required setting
  • Delete fields you no longer need (existing values on leads may be cleared — confirm before deleting)