Tags
Add one or more tags to a contact, lead, company, or deal — free-form labels like VIP, Trade show 2026, or Renewal risk. Filter any list by tag to pull up a segment. A form's CRM workflow step can apply a tag on creation (e.g. tag every submission from a webinar form).
Custom fields
The built-in fields cover the basics. For anything specific to your business — Contract end date, Account tier, Region — add a custom field in Custom Fields. Choose the record type it applies to and the field type (text, number, date, dropdown, and so on). Custom fields show on the record, can be mapped from a form, and can be used in list filters.