Every sales team works differently, and your CRM should reflect that. SalesSheet ships with three powerful field registries: Contact with approximately 50 fields, Company with around 25, and Opportunity with roughly 27. But that is just the starting point. Add your own custom fields with types including text, number, date, select, currency, and checkbox. Drag and drop fields to reorder them, toggle visibility on or off, and watch your changes appear instantly in dynamic About tabs across every record. Built-in fields are protected so your data stays consistent while you customize everything around them.
Field management panel with built-in and custom fields, type indicators, visibility toggles, and drag handles
Stop forcing your sales process into rigid CRM templates. SalesSheet gives you the tools to model your data exactly the way your business works.
Create custom fields for any data point your sales process requires. Choose from six field types: text for freeform input, number for quantities, date for deadlines, select for dropdown options, currency for deal values, and checkbox for yes/no flags. Each custom field can be added to Contact, Company, or Opportunity records. There is no limit on how many you can create, so your CRM grows with your business.
Arrange your fields in the exact order that makes sense for your workflow. Open the field settings panel and drag fields up or down to reorder them. The order you set is the order your team sees on every record. Toggle visibility to hide fields that are not relevant without deleting them. Built-in fields like name, email, and deal value are protected from deletion so your core data stays intact.
Every change you make to field layouts appears instantly across the application. The dynamic About tabs on contact, company, and opportunity records automatically reflect your custom fields, their order, and visibility. Grid views, filters, reports, and export templates all pick up custom fields without additional configuration. Your customizations propagate in real time.
Navigate to Settings and select the registry you want to customize: Contact, Company, or Opportunity. You will see all existing fields listed with their types and visibility. Click add to create a new custom field. Give it a name, select the type - text, number, date, select, currency, or checkbox - and configure options like dropdown choices or currency format. The field is created instantly.
Add field dialog with 6 field types: Text, Number, Date, Select, Currency, and Checkbox
With your fields in place, drag and drop them into the order that matches your sales workflow. Put the most important fields at the top so reps see critical information first. Use the visibility toggle to hide fields only needed for specific workflows or reporting. Built-in fields like name, email, phone, and deal stage are locked and protected from accidental deletion.
Drag-and-drop field reordering with numbered positions, visibility toggles, and instant layout preview
The moment you save your layout, every record in SalesSheet updates to reflect the new field order and visibility. The dynamic About tab shows your custom fields exactly as you arranged them. Grid views automatically add columns for new fields. Filters let you search by custom field values. Export templates include custom fields so reporting stays complete.
Contact detail showing custom fields (Lead Score, Industry, Contract Renewal) alongside built-in fields
Custom fields, drag-and-drop layouts, and dynamic record views that adapt to your sales process. Stop wrestling with rigid CRM templates and start building the tool your team deserves. Start your free trial and customize everything in minutes.
Start Free Trial