---
title: "Configure default lead fields"
description: "Define default lead fields and their types, add them to leads and organize multiple contacts."
url: https://help.nocrm.io/en/articles/69-configure-default-lead-fields
collection: "Sales Process"
updated: 2026-10-28
language: en
alternates: [de, it, pt-br, es, fr]
---

# Configure default lead fields

Define default lead fields and their types, add them to leads and organize multiple contacts.

Define the information users enter when creating leads. Default fields help keep your lead descriptions consistent and support your [sales process](https://www.nocrm.io/academy/how-to-set-up-a-consistent-sales-process).

noCRM groups this information in a single text area. Field types help with business card recognition, integrations, data exports, [click-to-call](https://help.nocrm.io/en/articles/71-click-to-call.md) and [scan-to-call](https://help.nocrm.io/en/articles/70-qr-code-scan-to-call.md).

## Configure your default lead fields

1.  Click your avatar at the top right.
    
2.  Open the **Admin Panel**.
    
3.  Select **Sales Process**, then **Default fields**.
    
4.  Add the fields you need and choose a type for each one, such as phone number, email or text.
    

**Expected result:** Your default lead fields are configured, each with its own type.

> **Success:** **Best practice**: Keep the customer or company name in the lead title rather than adding it as a default field.

### Choose a custom field type for an integration

If an integration requires a field type that is not in the available list, choose a custom field type for that field.

## Add default fields to leads created from emails or business cards

1.  Click your avatar at the top right.
    
2.  Open **Admin Panel > Account Management > Preferences**.
    
3.  Enable the preference that adds all default fields when creating a lead from an email or scanned business card.
    

### Add missing fields to an existing lead

You can add missing default fields to an existing lead in one click.

## Use categories and tags to filter information

> **Warning:** **Important**: Lead fields do not let you filter information. Use [categories and tags](https://help.nocrm.io/en/articles/22-categories-tags.md) for information you need to [filter and analyze](https://help.nocrm.io/en/articles/79-filters.md).

## Manage several contacts within one lead

Add all contacts related to the same lead inside that lead.

> **Info:** **Note**: noCRM manages leads rather than separate contact records.

For example, use these fields:

-   Main contact: John Doe.
    
-   Main email: [john.doe@example.com](mailto:john.doe@example.com).
    
-   Secondary contact: Jane Doe.
    
-   Secondary email: [jane.doe@example.com](mailto:jane.doe@example.com).
    

[Learn how to manage multiple contacts within a lead](https://help.nocrm.io/en/articles/63-manage-multiple-contacts.md).