Add Custom Fields and Picklist Values

Sometimes, you might want to add another option to an existing field.

For example, you might want to track Personal Email on the Preferred Email field, or Alternate Phone on the Preferred Email field. In those instances, first create a custom email or phone field. Then add the custom field's label as an option to the Preferred Email or Preferred Phone picklist.

Other times, you might want to use an existing but not preconfigured field as a picklist value for Preferred Email or Preferred Phone (for example, Assistant Phone). In this instance, just add the existing field label as a picklist option.