Custom fields for lead profiles allow you to capture additional information beyond standard fields like name, email, and company. By creating custom fields in the Leads section of your Cadence event, you can better categorize, search, and filter leads based on specific attributes relevant to your event.
When to use
When you need to collect industry-specific information about leads
When you want to categorize leads by specific attributes
When you need to add searchable custom data to lead profiles
When you want to create standardized data points for reporting
Custom fields are visible in the "About" section of lead profiles in the mobile app.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar menu.
Click on the "Custom Fields" tab.
Click the blue "+" button to add a new custom field.
Enter a name for your custom field.
Use clear, descriptive names that will make sense to your team members scanning leads.
Select a field type from the dropdown:
Dropdown (single-select)
Short Response
Free Text
Configure additional options based on the field type:
For Dropdown fields: Add options by clicking "Add Option" and entering each value
For Short Response: Set character limits if needed
For Free Text: Set any formatting requirements
Enable "Display as Refine Filter" if you want this field to appear in the filter options.
Enable "Allow lookup in search field" to make this field searchable.
Enable "For Admin Use Only" if you want to restrict this field to admin users.
Fields marked "For Admin Use Only" won't be visible to regular users in the mobile app.
Click "Save" to create the custom field.
Verify your new custom field appears in the list.
Test the custom field by creating a test lead or importing a lead with this field populated.
Troubleshooting
If your custom fields aren't appearing in the mobile app:
Verify the field isn't marked "For Admin Use Only"
Check that you've saved your changes
Ensure you're viewing the "About" section of the lead profile