How do I change the order of Custom Fields (Leads, Contacts, Deals)?

When using custom fields, you'll likely want to specify the order that they show up in for both edit/add mode as well as after they are set.


1. To set the order of custom fields, go to Settings and select either Leads/Contacts/Deals depending on which you want to set and select the Custom Fields tab.

2. Drag the custom field to the order you prefer using the green handle, located on the left side of each custom field. You can also use the up and down arrows to modify the field order.

The custom field order will automatically be saved. All existing cards will be automatically updated with the set field order.