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How to Add Custom Fields in Contacts | GoHighLevel Tutorial

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Jan 24, 2025
13:55

Learn how to add custom fields in Go High Level and take your CRM to the next level! In this tutorial, I'll show you step-by-step how to customize your CRM to fit any industry or business needs. Whether you're managing leads, tracking specific client details, or building a tailored solution for your agency, this guide has you covered. Here's what you'll learn in this video: ✔️ How to create custom fields for any industry ✔️ Organizing custom fields with folders ✔️ Using dropdowns, checkboxes, and more for precise data ✔️ Automating field population with forms ✔️ Best practices for keeping your CRM organized 📢 GET A FREE 30-DAY TRIAL OF HIGHLEVEL 📢 https://jacobshireman.com/ghl 📅 NEED HELP WITH GOHIGHLEVEL 📅 Schedule a free consultation, to learn more about our GHL setup and customization services 🔗 https://hi5connect.com/schedule 📅 NEED HELP MARKETING 📅 We are a full-service marketing company specializing in web design, SEO, branding, social media, video editing, Google Business Profile, and more. Schedule a free consultation to learn more. 🔗 https://hi5connect.com/schedule 📌 Chapters 0:00 - Introduction and Overview 1:00 - Why Custom Fields Are Important 1:50 - Exploring the Contacts Tab and Organization 3:00 - Planning Custom Fields for Your Industry 4:00 - Adding Folders and Fields in the CRM 5:45 - How to Add and Organize Single-Line and Multi-Line Fields 7:00 - Using Dropdowns, Checkboxes, and Radio Buttons 8:15 - Pre-Populating Fields with Forms and Automations 10:00 - Best Practices for Field Organization 11:30 - Customization Tips for Sub-Accounts 12:15 - Automations and Workflows with Custom Fields 13:00 - Final Tips and Call to Action

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How to Add Custom Fields in Contacts | GoHighLevel Tutorial | NatokHD