1
open marigold settings
click the gear icon, then "custom fields." you'll see the existing list (empty on first visit).
2
add a field
name it ("service interest," "project budget," "how did you hear about us"). pick the type. for dropdowns, type the options.
3
fill it in on lead profiles
every lead now has the new field on their detail panel. fill in as you go — there's no backfill requirement. custom fields show as filterable columns in the table.
tip
for anything you'll want to filter or report on, use a dropdown. text fields are great for one-off notes but you can't filter cleanly by them.

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add custom fields to leads

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