The 30-second version
If you only do one thing, do this. The rest of the guide is for when you want more control.
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.
Locked: First name, Last name, Phone, Email, Tags. Optional to add: Telegram, Facebook, Instagram, and your contact custom fields.
Locked: Pipeline, Stage, Contact. Optional to add: Title and your lead custom fields. Each pipeline keeps its own layout.
Open Customise
These are the same forms you use to add a record — there’s no separate settings screen. Open the one you want to shape:
- On the Leads page (left sidebar), click New lead at the top-right.
- On the Contacts page, click New contact at the top-right.
In the dialog’s top-right, click Customise. The dialog switches into edit mode: a violet banner explains what you’re editing, every field grows a drag handle and a , and the footer swaps in Reset to default and Done.
The form, labelled
Here’s the Create-lead form in Customise mode. The locked fields stay pinned at the top; below the Lead details heading sit the cards you can rearrange.
Each card shows the field’s name, a type badge (TEXT, SELECT, NUMBER…), a SYSTEM tag for built-in fields, and underneath, the group the field belongs to — so you can tell two similarly-named fields apart.
Controls at a glance
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.
- Locked — Contact’s First name, Last name, Phone, Email, Tags and Lead’s Pipeline, Stage, Contact. Always shown, pinned to the top, never removable.
- Optional built-ins — Contact’s social handles (Telegram, Facebook, Instagram) and Lead’s Title. Reorder or remove them freely.
- Your custom fields — anything you’ve created in Settings. Reorder, remove, and add them back as you like.
| Field group | Reorder | Remove |
|---|---|---|
Locked system fields Contact: First name, Last name, Phone, Email, Tags · Lead: Pipeline, Stage, Contact | ||
Optional system fields Contact: Telegram, Facebook, Instagram · Lead: Title | ||
Your custom fields Contact or lead custom fields from Settings | ||
Required custom fields A required field always returns when someone submits |
Defaults & new fields
Before you touch anything, the Create-lead form already has a sensible starting point: the locked fields, plus Title and any required lead custom fields. Optional custom fields start hidden until you add them.
Optional lead custom fields start hidden. Required ones (marked *) start on the form.
Create a new 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 until you want them. And Reset to default always returns you to exactly this arrangement.
Find a field fast
The Create-lead dialog has a field finder — click Search or press ⌘K (Ctrl+K on Windows). It’s available to everyone, not just admins. Type to find any field, then hit Enter to scroll straight to it on the form.
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:
- 1Open Create lead, pick your Walk-in Sales pipeline, then click Customise.
- 2The front desk doesn’t use it, so remove Title with its .
- 3Click Add field and pull in Budget and Preferred slot.
- 4Drag Service to the top so reps capture it first.
- 5Press Done. Only this pipeline’s Create-lead form changes — repeat for any other pipeline that needs its own layout.
If something looks off
The handful of things that trip people up — and the fix for each.
Want your create forms set up for you?
Our Singapore-based team can tailor the Create-contact and per-pipeline Create-lead forms to your workflow during onboarding — just reach out.