Velocity360: Master Custom Fields in Your CRM Guide for 2026

📋 1. Custom Fields Overview

Every business is unique, and standard data fields (like Name, Email, and Phone) aren't always enough. Custom Fields allow you to store specialized information about your contacts, opportunities, and deals.

Once created, these fields appear in your contact records, forms, and surveys, allowing you to collect and organize exactly the data you need.

✨ 2. How to Create a New Field

To add a new custom field to your account, follow these steps:

Navigate to Settings > Custom Fields.
Click the "Add Field" button located in the top-right corner.
Choose the Field Type that matches your data (e.g., Text, Date, Dropdown).
Enter a Name for the field (e.g., "Contract Renewal Date").
(Optional) Place the field into a specific Group or Folder.
Click "Save".

🔠 3. Understanding Field Types

Velocity360 supports various data types to ensure your data is formatted correctly:

Text Input

Standard single-line text box for names or titles.

Dropdown / Select

Create a list of options for users to choose from.

Numerical

Restricts input to numbers or currency amounts.

Date Picker

A calendar input for deadlines or anniversaries.

🔽 4. How to Add Dropdown Options

Dropdown fields are powerful because they standardize data entry. Instead of allowing users to type anything, you provide a specific list of choices. This makes your reporting and filtering significantly more accurate.

When creating a "Dropdown Select" or "Multi-Select" field, you will be prompted to enter the options that should appear for the user. Follow the visual guide below to see exactly how to configure these choices in Velocity360.

📂 5. Organizing with Folders

Keep your contact records clean by grouping related custom fields together.

In the Custom Fields view, click "Add Folder".
Name the folder (e.g., "Leads Info").
Assign your fields to this Group during creation or editing.

🛠️ 6. Managing Existing Fields

You can edit or delete fields at any time, but be careful as this affects existing data.

To Edit: Click the pencil icon. You can rename the field or move folders.
To Delete: Click the trash icon. Warning: This permanently removes all data associated with this field from your CRM.