Add a Field

Custom fields are how the CRM fits a specific business. This adds one and wires it to where it's actually used, in one pass.

Step 1 — Confirm the field

Get, in one short batch:

• Name (e.g. "Broker name", "Settlement date").
• Type — text, number, date, or dropdown. If dropdown, the options (e.g. the broker names). If a value set is small and stable, prefer a dropdown over free text so the data stays clean and filterable.
• Which record — opportunity, contact, or company.

Step 2 — Create it in CRM settings

Add the custom field to that record's settings (CRM settings → additional fields, via the platform's settings/custom-field tools). Use the exact name and type confirmed. If a write returns 202 (queued for approval), surface it and stop (knowledge/safeguards.md).

Step 3 — Offer to surface it where it's used

A field nobody can see isn't much use. Offer (and do, on a yes):

• On the opportunity card — add it to the card display so it shows at a glance on the pipeline (/settings/crm card display).
• In a spreadsheet — if there's a workspace spreadsheet this field belongs in (e.g. settlement date → the monthly settlement sheet), add it as a column (hand off to /build-spreadsheet).

Tell the operator these two options explicitly; don't assume. A new field often needs both to be useful.

Step 4 — Confirm

✓ Added "Broker name" (dropdown: Dom, Sam, Priya) to opportunities.
  • Shown on the opportunity card ✓
  • Added to the "Monthly settlement" spreadsheet ✓
  Set it on a record and it'll flow through to both.

Hard rules

• ❌ Don't guess the type or options — confirm them (a stable small set = dropdown, not text).
• ❌ Don't route around an approval gate.
• ✅ Always offer the card-display + spreadsheet surfacing; a hidden field is half-done.
• ✅ Use the exact field name everywhere so it matches across CRM, card, and spreadsheet.

Output shape

A one-line confirmation naming the field + type (+ options), and which surfaces it was added to (card / spreadsheet), or the offer to add it to those if the operator hasn't said yet.