FreedomSoft’s Custom Fields allow you to tailor each record type—Seller Leads, Buyer Leads, and Contacts—to fit your business. You can add, edit, move, or delete fields, giving you full flexibility to organize data the way you need.
While FreedomSoft works out of the box, Custom Fields let you adapt the system to better match your workflows, processes, and team preferences.
Adding or Editing Custom Fields
1) Hover over your name in the top-middle section of any screen.
2) Click Settings.
3) Select Custom Fields in the left pane. From here, you can choose Seller Leads, Buyer Leads, or Contacts.
Example: Seller Leads / Properties / Rehabbers GPS (Buyer Leads and Contacts work in the same way)
- Fields are organized into sections.
- To add a field, click Add Field.
- Name your new field and select the field type (e.g., Textbox, Currency, Dropdown, etc.).
- Click the blue Create Field button to save.
Managing Custom Fields
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Reorder fields: Use the 3-dot drag-and-drop icon to move fields within or between sections.
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Custom Dropdowns: Add custom selections by clicking the gray wheel icon. Example: Use this to track referral sources.
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Custom Sections: Scroll to the bottom of the page to create a new section (often used for call scripts or grouped questions).
- Reorder Sections: Use the 3-dot drag-and-drop icon to arrange them in your preferred order
Saving Your Work
Always click Save to apply your changes. Updates will appear immediately on Seller, Buyer, or Contact records. You can return and adjust fields or sections at any time.