Overview
Required subscriptions: Available for Event Lead Capture (ELC) teams and Digital Business Card (DBC) teams. Some field access and functionality differ between plans.
Field Manager is a centralized admin experience that allows teams to manage all lead fields used throughout Popl in one place.
This includes:
Default fields
Custom fields
Tags
Archived fields
Before Field Manager, teams had no single view of all lead fields across their workspace. This often resulted in:
Duplicate custom fields
Confusion around enriched data
Inconsistent CRM mappings
Messy CSV exports
Difficulties managing integrations and workflows
Field Manager solves these challenges by creating a structured and standardized system for managing lead data. It also serves as the foundation for future workflow automation and dynamic lead actions that rely on structured field data.
Field Manager Tabs
Field Manager is located within the Leads section of the dashboard and replaces the previous standalone Tags page.
Field Manager includes four tabs:
Default Fields
Custom Fields
Tags
Archived Fields
Default Fields
Default Fields are Popl system fields used across all teams.
Most Default Fields are populated through enrichment and cannot be edited or deleted by admins.
Admins can:
Search fields by name
View field details
Use fields throughout the platform
Alias fields within Event Flows and Lead Capture Forms
ELC Team Access
ELC teams can access:
Lead Info fields
Company Info fields
Metadata fields
Some fields also include a View Field Values option, which displays available values for fields such as:
Company Industry
Company Type
These values can also be exported to CSV.
DBC Team Access
DBC teams can access:
Lead Info fields
Metadata fields
DBC teams do not have access to enriched company data fields.
Instead, enriched company fields display an upgrade prompt for Event Lead Capture plans.
Special Default Field Behavior
Full Name
The Full Name field always stores the most complete available name.
When possible, Popl automatically parses and fills:
First Name
Last Name
All three fields remain available throughout the platform.
Phone Number Fields
Popl automatically classifies phone numbers into categories such as:
Mobile
Work
Office
Fax
Other
The generic Phone Number field always prioritizes the best available number in the following order:
Mobile
Work
Office
Fax
Other
Teams can also use the specific phone type fields independently if needed.
Custom Fields
Custom Fields are team-created fields used throughout Popl.
These fields can appear in:
Qualifiers
Lead Capture Forms
Event Flows
CSV imports
CRM integrations
Each custom field displays:
Field name
Field type
Available values for choice-based fields
Available Custom Field Types
ELC teams can create:
Free Text
Number
Single Choice
Multi Select
Opt-In
Upload File
DBC teams can create all field types except Multi Select.
Multi-select fields are limited to Event Lead Capture workflows.
Managing Custom Fields
Admins can:
Create custom fields
Rename fields
Edit field values
Archive fields
Merge duplicate fields
Editing Fields
Admins can edit:
Field names
Choice values
Field types cannot be changed after creation.
Before saving updates, Popl displays a confirmation explaining that changes apply across the entire workspace.
Archiving Fields
Archived fields are removed from:
Templates
Integrations
Event Flows
Active lead views
The underlying lead data is preserved in the database.
If the field is later unarchived:
Historical lead data becomes visible again
Merging Fields
Admins can merge compatible duplicate fields directly from the field options menu.
When fields are merged:
Source field data populates the target field only when the target field is empty
Existing target field values are never overwritten
The source field is archived after the merge completes
Only compatible field types can be merged.
Examples of compatible merges include:
Same-type fields
Number fields into text fields
Tags
The Tags tab contains the same tag functionality previously available on the standalone Tags page.
Admins can:
Create tags
Rename tags
Delete tags
If a tag belongs to a subteam, the subteam name appears next to the tag.
Deleting Tags
Deleting a tag removes it from:
Leads
Templates
Integrations
Tag deletion functions as a soft delete similar to archived fields.
Archived Fields
The Archived Fields tab displays all archived fields.
This gives admins visibility into:
Previously removed fields
Historical field structure
Archived lead data that still exists in the database
Archived fields can be restored at any time.
Resolving Duplicate Fields
Many teams accumulate duplicate fields over time because there was previously no centralized field management system.
Duplicate fields create several issues:
Duplicate CSV columns
Confusing CRM mappings
Difficulty selecting the correct field
Sync failures caused by mismatched field types
Field Manager automatically identifies likely duplicates through field name matching.
Duplicate Resolution Flow
Admins can launch a dedicated duplicate resolution workflow inside Field Manager.
Step 1: Select the Primary Field
Admins first choose which field should remain as the primary field.
If one of the duplicates is a Default Field:
The Default Field is automatically selected
Default Fields cannot be edited or removed
Duplicate Resolution Options
Each duplicate field can then be handled using one of three actions.
Action | Description |
Merge | Moves data into the primary field without overwriting existing values, then archives the source field |
Rename | Renames the duplicate field and removes the duplicate conflict |
Archive | Removes the field from active use while preserving historical lead data |
Merge Behavior
Merge is recommended for compatible field types.
During a merge:
Empty primary field values are populated from the source field
Existing primary field values remain unchanged
The source field is archived automatically after completion
Inline tooltips explain this behavior during the merge process.
Rename Behavior
Renaming updates the field everywhere it exists, including:
Templates
Integrations
Event Flows
Lead records
Fields can be renamed again later if needed.
Archive Behavior
Archiving removes the field from:
Templates
Integrations
Event Flows
Active lead views
Historical data remains stored and can be restored later by unarchiving the field.
Future Duplicate Prevention
Field Manager currently identifies duplicates after fields are created.
Future updates will introduce duplicate detection during field creation to help prevent duplicate fields before they are added to the workspace.
💡 Tip
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