Custom Fields
Custom fields let you tailor LeanGrid to your specific business needs. Define additional data fields on deal types to capture information beyond the defaults.
Where Custom Fields Live
Custom fields are configured on deal types. Each deal type can have its own unique set of fields. For example:
- A "Software License" deal type might have fields for "License Tier" and "Number of Seats".
- A "Consulting" deal type might have fields for "Hourly Rate" and "Project Duration".
- A "Partnership" deal type might have fields for "Commission Rate" and "Contract Signed" (boolean).
Field Types
LeanGrid supports the following custom field types:
| Type | Description | Example |
|---|---|---|
| Text | Single-line text input | "Company Size", "Reference ID" |
| Textarea | Multi-line text input | "Description", "Requirements" |
| Number | Numeric values | "Seats", "Budget", "Hourly Rate" |
| Date | Date picker | "Start Date", "Renewal Date" |
| Boolean | Yes/no toggle | "NDA Signed", "Approved" |
| Select | Single-choice dropdown | "Priority" (Low/Medium/High) |
| Multiselect | Multiple-choice dropdown | "Tags", "Categories" |
| Checklist | List of checkable items | "Onboarding Steps", "Deliverables" |
| Member | Single team member picker | "Account Manager" |
| Members | Multiple team member picker | "Project Team" |
Adding Custom Fields to a Deal Type
- Go to Settings → Deal Types.
- Select the deal type you want to customize (or create a new one).
- In the Fields section, click Add Field.
- Choose the field type and enter a name.
- For Select and Multiselect fields, add the options that should appear in the dropdown.
- Click Save.
Reordering Fields
Fields appear on the deal form and deal detail page in the order they're listed in the deal type configuration. You can drag to reorder them.
Editing and Removing Fields
- Editing a field — You can rename a field or change its options (for select fields) at any time.
- Removing a field — Removing a field hides it from the UI but does not delete the data already entered on existing deals.
Using Custom Fields
Custom fields appear automatically on:
- The deal creation form when you select that deal type.
- The deal detail page in the overview section (all fields are inline-editable).
Tips
- Keep field names short and descriptive — they appear as labels on the deal form.
- Use Select fields when you want consistent data (e.g., "Priority" instead of free-text).
- Use Boolean fields for simple yes/no questions (e.g., "Contract Signed").
- Use Checklist fields for multi-step processes like onboarding.
- Use Member / Members fields to assign team members to specific deals (e.g., "Account Manager").