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Customising your workspaceAdmin only9 min read

Customise the Create Contact & Create Lead forms

Decide exactly which fields your team fills in when they add a new contact or a new lead, and in what order. Trim the noise, surface what matters, and give each pipeline its own Create lead form. There’s a 30-second version below; everything after it is optional depth.
Before you begin
You need to be an organisation admin: the Customise button only shows for you. Your changes are shared: the Create contact layout applies to the whole workspace, and each Create lead layout applies to everyone using that pipeline.
Not the public Forms product
This guide is about the two dialogs your team uses inside the portal to add a contact or a lead by hand. The forms you put on a website for customers to fill in are a different feature, covered in Capture leads with forms. The fields themselves are created in Set up custom fields; here you only choose which of them appear on the create dialogs.
Start here

The 30-second version

If you only do one thing, do this. The rest of the guide shows each step on the real screen.

Create lead Customise
Pipeline *
Stage *
Contact *
Title
1
Click Customise
In Create lead, top right. Admins only.
Customize New Lead form
Pipeline · Stage · Contact
TitleTEXT
ServiceSELECT
2
Drag or remove
Grab the handle to reorder, press × to remove.
Customize New Lead form
ServiceSELECT
Add field
Budget NUMBER
3
Add one back
Add field lists everything you have removed.
Customize New Lead form
ServiceSELECT
BudgetNUMBER
Reset to default Done
Form layout saved for this pipeline
4
Press Done
Nothing is saved until you do.
Four moves on the Create lead dialog: Customise, drag or remove, add one back, Done. The ringed control in each frame is the click.
You can’t break anything
Removing a field never deletes data: it only takes the input off the create form. Reset to default brings the original layout back any time.

Two forms, two scopes

There are two separate create forms, and the single most useful thing to understand is that they’re saved at different scopes. Get this right and nothing else surprises you.

Create contact
One layout for the whole workspace
Locked:
First name, Last name, Phone, Email, Tags.
Yours to shape:
Telegram handle, Facebook ID, Instagram ID, and your contact custom fields.
“Saved Create contact form for your workspace”
Create lead
One layout per pipeline
Locked:
Pipeline, Stage, Contact.
Yours to shape:
Title, and your lead custom fields.
“Form layout saved for this pipeline”
Good to know
The Create contact form is one layout for your whole workspace. The Create lead form is per pipeline: your Sales pipeline and your Support pipeline can ask for completely different things.
Walkthrough

Customise the Create lead form

There is no settings page for this. You customise the very dialog people fill in, so you see the result as you go.

1

Open the Create lead dialog

On the Leads page (left sidebar), click New lead at the top right. The dialog opens on the pipeline you are currently viewing.

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export1 New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
① New lead, top right of the Leads page. If it is greyed out, your role can’t create leads.
Same dialog, other doors
The same Create lead dialog also opens from an inbox chat (+ Create lead for this contact). There the contact is already fixed, so the Contact field is left out. You can customise from any of them; it is the same saved layout.
2

Click Customise

In the dialog’s top right, click Customise. Next to it, Search is the field finder, which everyone gets (see Find a field fast).

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Create lead Search ⌘K1 Customise
Pipeline *
Walk-in Sales
Stage *
New enquiry
Contact *
Sarah Tan
Title
Sarah Tan
Service *
P4 Science
CancelCreate
① Customise, in the dialog title row. Only admins see it. Search (⌘K) is beside it for everyone.

The dialog switches into edit mode: the title becomes Customize New Lead form, a violet banner names the pipeline you are editing, and the footer swaps in Reset to default and Done.

3

Shape the form

The locked fields sit at the top and can’t be moved. Everything under Lead details is yours: drag, remove, or add back.

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Customize New Lead form
Editing the New Lead form for the Walk-in Sales pipeline.
Drag any row to reorder. Press × to remove. Click + Add field to bring back a field.
Pipeline *
Walk-in Sales
Stage *
Select stage
Contact *
Search or pick contact...
Lead details · drag to reorder
TitleTEXTSYSTEM
System
2
1
Service *SINGLE SELECT
Enrolment
3 Add field
Reset to default4 Done
① Drag handle: hold and drag a card up or down (the keyboard works too). ② × removes that field from the form. ③ Add field opens the list of removed fields. ④ Done saves.

Click Add field, type to search, and pick the field to bring back. It lands at the bottom of the list, ready to drag. Fields are grouped by the custom-field group they belong to.

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Customize New Lead form
Editing the New Lead form for the Walk-in Sales pipeline.
Drag any row to reorder. Press × to remove. Click + Add field to bring back a field.
Pipeline *
Walk-in Sales
Stage *
Select stage
Contact *
Search or pick contact...
Lead details · drag to reorder
Service *SINGLE SELECT
Enrolment
Add field
Search fields...
Enrolment
1BudgetNUMBERLead sourceSINGLE SELECTPreferred slotTEXT
Reset to default Done
① Pick the field. Add field lists only fields that are currently off the form, grouped by their custom-field group.
Editing the right pipeline
The Pipeline selector stays live in Customise mode, so you can switch and shape another pipeline’s form on the spot. Press Done before you switch: the list you are editing belongs to the pipeline shown in the banner.
4

Press Done

Nothing is saved until you press Done. Reset to default only resets what you see on screen, so it too needs Done to take effect. Closing the dialog with the × or Escape while customising drops you back to the normal form and discards the edits.

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Customize New Lead form
Editing the New Lead form for the Walk-in Sales pipeline.
Drag any row to reorder. Press × to remove. Click + Add field to bring back a field.
Pipeline *
Walk-in Sales
Stage *
Select stage
Contact *
Search or pick contact...
Lead details · drag to reorder
Service *SINGLE SELECT
Enrolment
BudgetNUMBER
Enrolment
Add field
Reset to default1 Done
app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Create lead Search ⌘K Customise
Pipeline *
Walk-in Sales
Stage *
New enquiry
Contact *
Sarah Tan
Service *
P4 Science
Budget
 
CancelCreate
Form layout saved for this pipeline
① Done saves the layout for this pipeline. The dialog returns to the normal Create lead form, now in your order, with a confirmation.
Walkthrough

Customise the Create contact form

Same idea, same controls, but it is one layout for the whole workspace, and there is no field finder on this dialog.

1

Open Create contact

On the Contacts page, click New contact at the top right.

app.exabloom.com/contacts
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Contacts
All contactsSearch by name or phone Filters Columns Import1 New contact
NamePhone No.EmailTags
Sarah Tan+65 9123 5678sarah.tan@gmail.comVIPParent
Daniel Lim+65 8234 1122Referral
Priya Nair+65 9345 7788priya.n@outlook.comVIP
Aaron Koh+65 8456 3344
Mei Ling Ong+65 9567 9900meiling@yahoo.comParent
5 contacts
① New contact. It shows under All contacts only; inside a folder it is hidden.
2

Click Customise

app.exabloom.com/contacts
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Contacts
All contactsSearch by name or phone Filters Columns Import New contact
NamePhone No.EmailTags
Sarah Tan+65 9123 5678sarah.tan@gmail.comVIPParent
Daniel Lim+65 8234 1122Referral
Priya Nair+65 9345 7788priya.n@outlook.comVIP
Aaron Koh+65 8456 3344
Mei Ling Ong+65 9567 9900meiling@yahoo.comParent
5 contacts
Create contact1 Customise
First Name *
Sarah
Last Name
Tan
Phone Number
+65 9123 4567
Email
 
Tags
 
Preferred language
English
CancelCreate
① Customise, in the dialog title row (admins only).
3

Shape it, then press Done

Five fields are locked: First name (required), Last name, Phone, Email and Tags. Below Contact details you can reorder or remove the social handles and your contact custom fields, exactly as on the lead form.

app.exabloom.com/contacts
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
Contacts
All contactsSearch by name or phone Filters Columns Import New contact
NamePhone No.EmailTags
Sarah Tan+65 9123 5678sarah.tan@gmail.comVIPParent
Daniel Lim+65 8234 1122Referral
Priya Nair+65 9345 7788priya.n@outlook.comVIP
Aaron Koh+65 8456 3344
Mei Ling Ong+65 9567 9900meiling@yahoo.comParent
5 contacts
Customize New Contact form
Editing the New Contact form for your organisation.
Drag any row to reorder. Press × to remove. Click + Add field to bring back a field.
First name *
First name
Last name
Last name
Phone
Phone
Email
Email
Tags
Tags
Contact details · drag to reorder
Telegram handleTEXTSYSTEM
System
2
Instagram IDTEXTSYSTEM
System
1
Preferred languageSINGLE SELECT
Profile
3 Add field
Reset to default4 Done
① Drag handle. ② × remove. ③ Add field. ④ Done. The banner says this edits the form for your organisation; the confirmation reads “Saved Create contact form for your workspace”.

The form, labelled

Here is Customise mode on the Create lead form, then one card up close so you can read every part of it.

app.exabloom.com/leads
BMBright MindsOrchard
Inbox
Leads
Calendars
Contacts
Bulk Actions
Win-back
Workflows
Analytics
Forms
Settings
LeadsEnrolmentSearch by name or phoneHide views
Filters Columns Export New lead
TitleNameStageOwnerChat
P4 ScienceSarah TanNew enquiry?Unassigned
P2 MathsSarah TanTrial bookedWWei Ling
Sec 3 A-MathsDaniel LimContactedMMarcus
P6 EnglishPriya NairEnrolledWWei Ling
P5 MathsAaron KohLostMMarcus
5 rowsShift+ Click to edit cellsPage 1 of 1
Customize New Lead form
1
Editing the New Lead form for the Walk-in Sales pipeline.
Drag any row to reorder. Press × to remove. Click + Add field to bring back a field.
2
Pipeline *
Walk-in Sales
Stage *
Select stage
Contact *
Search or pick contact...
Lead details · drag to reorder
3
TitleTEXTSYSTEM
System
Service *SINGLE SELECT
Enrolment
Add field
4 Reset to default Done
① The banner: which form and which pipeline you are editing. ② Locked fields, pinned at the top. ③ The cards you can rearrange. ④ Reset to default and Done.
Service *SINGLE SELECT
Enrolment
TitleTEXTSYSTEM
System
1The name. A red * means the custom field is required.
2The type badge: TEXT, NUMBER, SINGLE SELECT and so on.
3A violet SYSTEM tag on built-in fields such as Title.
4The group the field belongs to (“System”, or the custom-field group you set), to tell similar names apart.
The same card, drawn larger. Numbers match the list.

Controls at a glance

  • Customise (wand): admin-only, opens edit mode.
  • Drag handle: hold and drag to reorder.
  • Remove: takes the field off the form.
  • Add field: search removed fields and bring one back.
  • Reset to default: restores the out-of-the-box arrangement on screen; Done saves it.
  • Lock: always shown, can’t be moved or removed.

Locked vs yours to shape

Not every field can do the same things. A handful are locked because a record can’t exist without them; everything else is yours to arrange.

Field groupReorderRemove
Locked system fields
Contact: First name, Last name, Phone, Email, Tags. Lead: Pipeline, Stage, Contact.
Optional system fields
Contact: Telegram handle, Facebook ID, Instagram ID. Lead: Title.
Your custom fields
Contact or lead custom fields from Settings.
Required custom fields
You can take them off the form, but Create puts them back.
Comes back
Required fields always come back
You can drag a required custom field off the form, but the moment someone presses Create without it, it is added back with a “… is required” message. To remove a required field for good, make it optional in Settings → Custom Fields first.
Required only applies here
The required setting on a custom field is checked by these two Create dialogs. Contacts brought in through Import, or created by other means, are not held to it.

Defaults & new fields

Create lead starts from a sensible layout: the locked fields, plus Title and any required lead custom fields. Optional custom fields start hidden until you add them.

On the form by default
Pipeline
Stage
Contact
Title
Service*
Waiting in Add field
Budget
Lead source
Preferred slot

Optional lead custom fields start hidden. Required ones (marked *) start on the form.

The out-of-the-box Create lead form. Required custom fields (marked *) start on the form; optional ones wait in Add field.

Create a new lead custom field later in Settings and it folds in automatically: required ones appear on the form straight away, while optional ones wait in Add field. And Reset to default always returns you to exactly this arrangement.

Create contact is different until an admin first saves it: it follows the field visibility you already chose for the Contact details panel (see Customise the Lead Info panel), and if you never hid anything there, every optional field is on the form. After the first Done, the saved layout is the source of truth. Reset to default here keeps only required custom fields on the form and moves every other optional field into Add field.

Copy this

Worked example

A tuition centre takes walk-ins at the front desk and wants the fastest possible Create lead form for that pipeline. Start to finish:

  1. 1On the Leads page, pick your Walk-in Sales pipeline, click New lead, then Customise.
  2. 2The front desk never uses it, so remove Title with its .
  3. 3Click Add field and pull in Budget, then Preferred slot.
  4. 4Drag Preferred slot above Budget, so the desk asks when before it asks how much.
  5. 5Press Done. Only this pipeline’s Create lead form changes. Repeat for any other pipeline that needs its own layout.
Create lead Search ⌘K Customise
Pipeline *
Walk-in Sales
Stage *
New enquiry
Contact *
Sarah Tan
Service *
P4 Science
Preferred slot
 
Budget
 
CancelCreate
The resulting Create lead form.

One detail: even with Title removed, picking a contact in the dialog fills the lead’s title with that contact’s name.

If something looks off

The handful of things that trip people up, and the fix for each.

I don’t see the Customise button.
It only appears for organisation admins. Teammates still get the create form, and on Create lead they can use Search to jump to a field, but they can’t reorder, remove or add fields.
The New contact button is missing.
On the Contacts page it only shows under All contacts. Inside a folder it is hidden, so switch back to All contacts. If it is there but greyed out, your role does not allow creating contacts.
I changed the Create lead form but another pipeline looks the same.
That’s expected: Create lead is saved per pipeline. While in Customise mode, use the Pipeline dropdown to switch and shape each one. Press Done on one pipeline before you switch to the next. (Create contact, by contrast, is one layout for the whole workspace.)
I removed a required field but it keeps coming back.
Required custom fields can’t truly be hidden. When someone presses Create while a required field is off the form, it is added back with a “… is required” message, so nothing is saved half-empty. To drop it for good, make the field optional in Settings → Custom Fields (see Set up custom fields).
A field I just created in Settings is missing from the Create contact form.
Press Reset to default in Customise mode, then Done. The field will be waiting under Add field (or on the form, if it is required). Then re-apply any other changes you had made.
A teammate can’t add a field from Search.
Only admins can add a removed field back. In the finder, a removed field shows + Add to form for an admin and a greyed “Not on this form” for everyone else.
Can I remove First name, Pipeline, Stage or Contact?
No. Those carry a and are always shown, pinned above the draggable list. They are what makes a usable contact or lead in the first place.
Does removing a field delete its data?
No. Removing a field only takes the input off the create form, so it isn’t filled in at creation time. The field itself, and anything captured through it elsewhere, is untouched. Add it back any time.
Keep learning
Set up custom fieldsCapture leads with formsCustomise the Lead Info panelBuild your sales pipeline & stagesContacts, leads & pipelines

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