How to Hide or Show Fields on the Lead Form

How to Hide or Show Fields

1. Go to Settings → Field Config.
2. Select the Leads tab (you can also do this for Contacts and Accounts).
3. You will see a list of all available fields. Each field has two toggles: Show and Required.
4. To hide a field: toggle Show off. The field will no longer appear on the lead form.
5. To show a hidden field: toggle Show back on.
6. Changes save automatically — no Save button needed.
7. Open any lead form (Leads → New Lead or edit an existing lead) to verify the changes.

Which Fields Can Be Hidden?

You can hide most fields. The only fields that cannot be hidden are First Name and Last Name (or Full Name) as they are the minimum required to identify a lead.

Fields you might want to hide if your team doesn't use them:

• •Skype ID, Twitter URL, LinkedIn URL (if you don't use social channels)
• •Annual Revenue, Number of Employees (if irrelevant to your sales process)
• •Secondary Email, Mobile (if you only track one contact method)
• •Funnel Stage, Funnel Status (if you don't use the funnel module)
• •Lead Score (if you don't use lead scoring)

Important: Hidden Fields vs Deleted Data

Hiding a field does not delete any data. If you hide a field that already has data in it (e.g., you hide the Twitter URL field but some leads have Twitter URLs), that data is safely stored — it just won't be visible on the form. You can unhide the field at any time to see the data again.

Field Config Applies to All Users

Field Config is company-wide. When you hide a field, it is hidden for all users including Admins, Managers, and Sales Reps. If you need different field visibility per role, use Custom Roles (Settings → Team → Roles).