How to Use Custom Fields in GoHighLevel

If you are moving from tools like ClickUp or other CRMs, understanding how custom fields work in GoHighLevel is essential to capturing the exact data you need for your leads, contacts, and opportunities. This guide walks you step by step through creating, editing, organizing, and managing custom fields inside your account.

By the end of this article, you will know how to access the custom field manager, choose the right field types, group them logically, and apply them to forms, surveys, and pipelines.

What Are Custom Fields in GoHighLevel?

Custom fields in GoHighLevel let you store additional information that is not available in the default contact or opportunity fields. They are perfect for tracking unique data such as preferences, account details, or any specific information your business needs.

Once created, these fields can be displayed in contact records, opportunity cards, and used in forms, surveys, and automation workflows.

• Capture data beyond standard name, email, and phone
• Customize your CRM to match your business processes
• Use fields for segmentation and personalized communication

How to Access Custom Fields in GoHighLevel

To manage custom fields in GoHighLevel, you need to open the custom field settings inside your sub-account.

1. Log in to your GoHighLevel account.
2. Select the appropriate sub-account from your account switcher.
3. Navigate to Settings from the left-side menu.
4. Click on Custom Fields to open the custom field manager.

In this area, you will see existing custom fields and options to create new ones or organize them into groups.

Creating New Custom Fields in GoHighLevel

Follow these steps to create a new custom field in GoHighLevel so you can collect specific information from your contacts or opportunities.

1. Go to Settings > Custom Fields inside your sub-account.
2. Click the + Add Custom Field button.
3. Choose the object type the field should belong to, such as Contact or Opportunity.
4. Select a Field Type that matches the data you want to collect.
5. Enter a clear Field Name.
6. Optionally, assign it to a Custom Field Group for better organization.
7. Click Save to finalize the new field.

Common Custom Field Types in GoHighLevel

When adding a field in GoHighLevel, you must choose the field type that fits the data format.

• Text – For short, free-form text such as tags or short notes.
• Text Area – For longer text like descriptions or comments.
• Number – For numeric values such as quantity or ID numbers.
• Monetary – For currency values like budgets or deal size.
• Date – For dates such as renewal dates or booking dates.
• Date/Time – For precise scheduling information.
• Dropdown – For predefined choices where users pick one option.
• Multi-Select – For selecting multiple options from a list.
• Checkbox – For yes/no or true/false values.
• Radio – For mutually exclusive choices.

Choosing the right type in GoHighLevel ensures your data stays structured, searchable, and easy to use in automation.

Organizing Custom Field Groups in GoHighLevel

Custom field groups help you keep related fields together inside GoHighLevel, so your contact and opportunity layouts stay clean and easy to navigate.

How to Create a Custom Field Group

1. From Settings > Custom Fields, locate the Groups section.
2. Click + Add Group.
3. Enter a descriptive Group Name such as “Billing Details” or “Onboarding Info”.
4. Choose the Object Type (for example, Contact or Opportunity).
5. Save the group.
6. Assign existing custom fields to this group by editing each field and selecting the new group.

Using groups in GoHighLevel makes your CRM screens more organized, especially when handling many custom fields.

Editing and Deleting Custom Fields in GoHighLevel

Over time, you may need to adjust field labels, change types, or remove fields that are no longer needed in GoHighLevel.

How to Edit a Custom Field

1. Open Settings > Custom Fields.
2. Find the field you wish to modify.
3. Click the Edit icon next to the field.
4. Update the Field Name, Group, or other editable properties.
5. Click Save to apply the changes.

Keep in mind that changing a field type may affect how existing data behaves, so review your records and automations after any significant change.

How to Delete a Custom Field

1. Go to the Custom Fields page in GoHighLevel.
2. Find the unwanted field in the list.
3. Click the Delete or trash icon.
4. Confirm the deletion when prompted.

Deleting a field can remove associated data from records and forms, so make sure the field is not required in active workflows, forms, or pipelines before removing it.

Using GoHighLevel Custom Fields in Forms and Pipelines

After creating your custom fields in GoHighLevel, you can connect them to forms, surveys, and pipelines to collect and view data seamlessly.

Assign Custom Fields to Forms and Surveys

1. Open the Sites or Funnels section in your account.
2. Edit the form or survey where you want to capture data.
3. Add a new form element and choose the appropriate Custom Field from the field options.
4. Save and publish the form or survey.

When visitors submit the form, their answers populate directly into the associated GoHighLevel custom fields for each contact.

Display Custom Fields on Opportunities

1. Go to the Opportunities or Pipelines area.
2. Open a pipeline and select an opportunity card.
3. Look for the custom field section configured for opportunities.
4. Confirm that your opportunity-level custom fields appear and are editable.

This setup lets your sales and service teams quickly see key data at a glance without leaving the pipeline view.

Best Practices for GoHighLevel Custom Fields

Following a few simple best practices will help you keep your GoHighLevel data clean and scalable.

• Use clear, consistent names so team members instantly understand each field.
• Group related fields (for example, billing, preferences, onboarding) for faster navigation.
• Limit free-text fields where possible and use dropdowns or radio buttons to standardize responses.
• Review fields regularly and remove or merge duplicates.
• Test forms and workflows after adding or changing custom fields.

Where to Learn More About GoHighLevel

For more technical help with GoHighLevel configuration, automation, and CRM design, you can explore expert resources and implementation services from Consultevo. They specialize in building efficient systems around your marketing and sales workflows.

You can also review the original help documentation for managing custom fields directly on the GoHighLevel support portal: GoHighLevel Custom Fields Help Article.

By setting up custom fields thoughtfully in GoHighLevel, you create a flexible CRM foundation that supports better reporting, targeted campaigns, and more personalized communication across your entire customer lifecycle.

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