Every field type available for your records, from plain text to currency, rich editors, and record links.
When you add a field you pick its type, and the type decides how the field is
entered, displayed, filtered, and validated. Choose carefully, because a field's
type is locked once it's created.
Text and numbers
| Type |
Best for |
| Text |
Short one-line values: a job title, a region |
| Textarea |
A few sentences without formatting |
| Rich Editor |
Formatted content: headings, lists, bold |
| Markdown Editor |
The same, written as Markdown |
| Number |
Plain numerics: headcount, a score |
| Currency |
Money: deal amounts, contract values |
Contact and web
| Type |
Best for |
| Email |
Validated email addresses |
| Phone Number |
Phone numbers |
| Link |
URLs: websites, LinkedIn profiles |
Dates
| Type |
Best for |
| Date |
A day: close date, renewal date |
| Date and Time |
A moment: a demo call, a deadline |
Choices
| Type |
Best for |
| Select |
One value from a list: stage, tier, industry |
| Multi Select |
Several values from a list |
| Radio |
One value, all options visible at once |
| Checkbox |
A single yes/no tick |
| Checkbox List |
Several ticks from a fixed list |
| Toggle |
An on/off switch, e.g. "is this an ICP account?" |
| Toggle Buttons |
One value, shown as buttons |
| Tags Input |
Free-form tags, typed and reusable |
Choice fields carry their own option lists. See
Edit the options in a select field.
Special
| Type |
Best for |
| Color Picker |
A colour value |
| Record |
A link to another record: relate a company to a company, a person to an opportunity |
Email, Link, and a few other types can also hold multiple values per
record when you enable it in the field's settings. That's how the built-in
Emails field stores several addresses for one person.