> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead-aangepaste velden: leg extra prospectgegevens vast

> Maak en beheer aangepaste velden voor leads in Workspace Config.

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.

<Note>
  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.
</Note>

## 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

<Steps>
  <Step title="Open Custom Fields">
    Go to **Workspace Config** → **Custom Fields**.
  </Step>

  <Step title="Start a new field">
    Click **Create Custom Field**.
  </Step>

  <Step title="Choose Lead as the owner">
    In **Belongs to**, select **Lead**. The field will appear only on lead profiles (not on clients or tasks).
  </Step>

  <Step title="Name the field and pick a type">
    Enter a clear **name** (for example, `Industry` or `Estimated budget`). Choose a **type**:

    | Type                         | Use for                          |
    | ---------------------------- | -------------------------------- |
    | **Text**                     | Free-form notes or short answers |
    | **Number**                   | Budgets, scores, quantities      |
    | **Boolean**                  | Yes/no flags                     |
    | **Dropdown (Single Select)** | One choice from a list           |
    | **Dropdown (Multi Select)**  | Multiple choices from a list     |
    | **Attachment**               | Files related to the lead        |

    For dropdown types, add the allowed **options**. Toggle **Required** if the field must be filled when creating or editing a lead.
  </Step>

  <Step title="Save">
    Click **Create**. The field appears in the Custom Fields list with belongs-to **Lead**.
  </Step>
</Steps>

<Tip>
  Use names your sales team already uses in calls and spreadsheets. Consistent labels make filters and handoffs clearer.
</Tip>

## Duplicate field names

AgencyHandy blocks a second **lead** field with the same name (case and spacing ignored). Examples:

| You try to create | Existing lead field          | Result                                              |
| ----------------- | ---------------------------- | --------------------------------------------------- |
| `Industry`        | `Industry`                   | Not created — **Field already exists**              |
| `industry`        | `Industry`                   | Not created (same name after normalize)             |
| `  Budget  `      | `budget`                     | Not created (whitespace normalized)                 |
| `Industry`        | Client field `Industry` only | **Allowed** — lead and client catalogs are separate |

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

<Steps>
  <Step title="Open a lead">
    Go to **CRM** → **Leads** and open a lead card.
  </Step>

  <Step title="Open the Custom Fields tab">
    In the lead detail view, open the **Custom Fields** section or tab.
  </Step>

  <Step title="Enter values and save">
    Complete the fields your workspace defined, then save. Values stay with the lead through pipeline stages.
  </Step>
</Steps>

## Use with Claude or Cursor (MCP)

With [AgencyHandy MCP](/nl/integrations/claude-cursor-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](mailto: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](/nl/crm/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)

## Related

* [Leads](/nl/crm/leads) — pipeline, email, and conversion
* [Client Custom Fields](/nl/crm/client-custom-fields) — fields that appear on client profiles
* [Clients](/nl/crm/clients) — client list, import, and portal access
* [Claude & Cursor MCP](/nl/integrations/claude-cursor-mcp) — fill fields from AI tools