How to Add Custom Fields in Contacts | GoHighLevel Tutorial

Not every CRM is built the same. If you’re using Go High Level at the agency level, your clients may require specific fields that don’t come preloaded in the system. Customizing these fields allows you to tailor the CRM to any industry.

For example, a real estate agency may need fields for buyer/seller status, property interests, and investment type, whereas a medical practice may need fields for insurance details and appointment preferences. By creating custom folders and fields, you ensure your CRM is structured properly for your business needs.

Before adding custom fields, it’s important to understand how information is structured in Go High Level. Within the Contacts tab, data is organized under sections like:

• Contact Information (name, email, phone, lead source, etc.)
• General Info (address, business name, website, etc.)
• Additional Info (which may be empty unless preconfigured for a specific industry)

Each section is divided into folders, and we can create new folders and custom fields to fit any business model.

A great example of custom field organization is our real estate CRM setup. We created a Lead Info folder with fields such as:

• Lead Type (Buyer, Seller, Investor, Renter)
• Lead Status (Active, Nurturing, Closed)
• Property Type Interested In
• Area of Interest
• Timeframe for Purchase

If you don’t use custom fields, you may end up relying on tags, which can quickly become unmanageable. Instead, organizing data in folders makes it easy to access lead information instantly.

o create a new custom field, follow these steps:

1. Navigate to the Contacts tab.
2. Click the gear icon to access the field settings.
3. Click Add Folder to create a new category (e.g., “Lead Info”).
4. Choose whether this folder applies to Contacts, Companies, or Opportunities (most of the time, it will be Contacts).
5. Click into the new folder and select Add Field to start adding custom fields.

Go High Level provides multiple field types to fit different data needs:

• Single-line text – For short inputs like a name or quick detail.
• Multi-line text – For paragraphs or notes.
• Dropdown – Great for selections like lead type (buyer, seller, renter).
• Checkboxes – When multiple options may apply.
• Radio Buttons – When only one option should be selected.
• Date Picker – Useful for scheduling and deadlines.
• File Upload – Allows users to upload contracts, documents, or forms.
• Signature Field – Used for legal agreements or client approvals.

Once added, these fields can be mapped into forms and automations, automatically filling in information when a lead submits data.

One of the best features of Go High Level’s CRM is the ability to pre-populate fields with forms. If you create an intake form with questions like:

• “What type of services are you interested in?”
• “What is your budget?”
• “What is your timeframe for purchase?”

Go High Level will automatically fill these answers into the CRM, saving time and improving organization.

However, be cautious when editing fields after they’ve been created. If a field is already used in workflows or automations, changing it could break those automations. Always review dependencies before making updates.

Here are a few tips for keeping your CRM structured and efficient:

1. Use Dropdowns Instead of Free Text – Prevent inconsistent data entry by giving users pre-set options (e.g., Buyer/Seller instead of manually typing responses).
2. Create Folders for Each Lead Type – Keep your CRM clean by categorizing information properly.
3. Use Standardized Formats – When possible, use radio buttons or dropdowns instead of free-text fields for better automation and filtering.
4. Rearrange Folders for Priority Access – You can move folders up or down to ensure the most important data appears first.
5. Ensure Fields Align with Automations – When using custom fields in workflows, double-check they match automation triggers.

If you’re running an agency and managing multiple sub-accounts, keep in mind:

• Custom fields apply only to the specific sub-account.
• You can resell a white-labeled version of Go High Level (like our Hi5 Connect) with unique customizations per client.
• Each business type may require different fields, so tailor them accordingly.

This flexibility allows agencies to create a truly custom CRM experience for each client without affecting other sub-accounts.