• Expand the Sidebar and click on Settings
  • Click to expand the My Agency section and select Manage Custom Fields
  • Select the Record Type you wish to create the custom field(s) for
    • Click the +Add a New Card button if you wish to create a new card
  • Click the Add Field link, enter a Field Label and then click Save
  • Choose the appropriate Field Type and add any appropriate Options
  • Click the Save button once complete
read more