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How to add custom fields in Zendesk Sell

Here is how to add custom fields in zendesk sell

  1. First in Zendesk sell, click on the "Settings" icon in the left sidebar
  2. Then, under "Customize", choose where to add the custom field, such as Leads, Contacts, Prospects & Customers, or Deals
  3. Next click on the "Add Field" button in the custom fields section
  4. Enter a label in the Field Label text box
  5. Select your desire "Field Type" 
  6. Then check the "Filterable" checkboxes
  7. Check the "Value editable only by admin" checkboxes to allow only admins to change the value of this field
  8. Finally once done, click on the "Save" button to create the new custom field

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Why should you add custom fields in Zendesk Sell

Zendesk is a comprehensive tool designed to streamline customer interactions and enhance team productivity.

Among its powerful features, adding custom fields in Zendesk Sell stands out for personalizing data to suit your unique business requirements.

This capability allows sales teams to capture specific information, thus enabling more tailored communication and analysis.

Ultimately, by customizing fields, businesses gain deeper insights, leading to improved decision-making and a more personalized customer experience.

Last update
March 2, 2026
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