Custom fields

• You need Website Forms set up (Settings → Website Forms) with at least one form already sending leads — detection is driven by real submissions.
• Promoting, renaming and deleting fields is an owner/admin action.

1. Open Settings → Website Forms.
2. Scroll to the "Custom fields" section. It shows two groups: "On the client record" (fields already promoted, shown as blue chips) and "Detected in forms" (fields that arrived in submissions but haven't been promoted yet).
3. Under "Detected in forms", click the field you want — the button with a +.
4. That's it: the field moves to "On the client record". From the next submission onwards — and for the ones already received — the value appears on the lead's profile.

1. Open Conversations and go into the lead's conversation (or get there from the CRM card, via "Open conversation").
2. In the conversation's side panel, the "Custom fields" block lists each promoted field with the value the lead filled in.
3. This data travels with the lead — your team sees the context without digging for the form email.

The name that comes from the form isn't always pretty. To give it a friendly label:

1. On the client record (conversation panel), hover over the field name in the "Custom fields" block.
2. Click the pencil icon, type the new name and confirm with ✓ (or Enter).
3. The label changes for every client — you're renaming the field definition, not just that one lead.

To delete, click the bin icon next to the field and confirm. The definition disappears from every client record, but the original form submissions are not deleted: if you promote the field again later, the values come back. You can also remove it from Settings → Website Forms, by clicking the bin on the blue chip.

Every plan has a contact ceiling — on the free plan it's 200. When your base goes past it, nothing is refused and nothing is deleted:

• An incoming contact is always stored, whatever the source: WhatsApp, website form, webhook or spreadsheet import.
• The quota covers your oldest contacts, the base you already had. The newer ones, above the ceiling, are locked: they appear in the list with a "Locked" badge, with their data masked, and the detail view won't open.
• The hint on screen is the same everywhere in the platform: "This contact is above your plan limit. It stays saved — upgrade to unlock it."
• On upgrade the limit goes up and everything unlocks by itself. There's no migration, no re-import and no support ticket.

Watch the Contacts bar under Plans & Modules to see how much headroom is left.