Overview
When you add a custom field, it appears on your existing leads automatically — not just on new ones.
That is what makes this a bulk update. There is no separate action to run and nothing to apply retroactively.
This adds the field, not the answers. Every existing lead gets the new field, and it is empty until someone fills it in.
Steps
Step 1: Open Custom Fields
Hover over More.
Click Settings.
Click Customization Settings.
Click Custom Fields.
Step 2: Choose the section
Choose the section you want to add the field to — for example a section under your Leads or Sellers.
Step 3: Enter the field title
Enter the custom field title.
This is the label your team sees on every lead, so make it unambiguous.
Step 4: Add placeholder text
Enter placeholder text to show inside the empty field.
This is where you tell people what to put in it.
Step 5: Choose the field type
Choose the custom field type:
Single line — short answers
Multiline — longer notes
Number
Checklist
and others.
Step 6: Click Add Custom Field
Click Add Custom Field.
Step 7: Check a lead
Open any property. The new field appears in the last section.
Important Notes
New custom fields apply to existing leads automatically. This is unusual — most settings in REsimpli only affect records created afterwards. Custom fields are the exception.
You are adding the field, not filling it. Existing leads get an empty field. If you need the answers populated on historic leads, that is separate work.
The field appears in the last section. Adding several fields over time leaves your most recent additions at the bottom of the lead, which may not be where they are most useful.
Choose the field type deliberately. A number field can be filtered and compared; the same information typed into a multiline box cannot be used the same way.
Write placeholder text as an instruction. It is the only guidance your team gets at the point of entry, and it is what stops the same field being filled in three different ways.
Deleting a custom field is permanent and removes every answer recorded against it, on every lead. Add carefully rather than experimenting.
Troubleshooting
Your new field is not on a lead
Scroll down. New fields are added to the last section.
You expected existing leads to have answers
Adding a field does not populate it. Every lead gets the field empty.
You cannot filter usefully on a field
Check the field type. Free-text answers cannot be compared the way numbers and checklists can.
Your team is filling a field inconsistently
Improve the placeholder text, or change the field type to a checklist so the options are fixed.
You want to remove a field you added by mistake
Deleting removes the field and every answer stored in it, permanently. If the field has been in use, consider whether the recorded answers matter before deleting.
Imported answers did not come through
On import, the column heading must match the custom question text exactly, or the column is not mapped.
Related
How to Manage Custom Questions — editing and removing custom questions
How to Filter Leads by Custom Question — using these fields to find leads
Summary
You added a custom field across all your leads. You went to More → Settings → Customization Settings → Custom Fields, chose the section, entered the custom field title and placeholder text, picked the custom field type such as multiline, and clicked Add Custom Field. The field appeared on your existing leads in the last section, empty and ready to fill in.