This section lets you create and manage fields across Contacts and Opportunities - so you can customize your CRM, capture the right data, and use it in your contact and trip inquiry forms.
To get started, open the Fields section in your CRM. Fields are displayed in a table view, sorted by creation date to help you easily review the most recent updates.
In both the Contacts and Opportunities tabs, you can search for existing fields and filter them based on the following criteria:
These fields appear under Additional Information in Contacts and under Opportunity Details in Opportunities, giving you flexibility to capture and organize the data that matters most.
Create New Field
To add a new field, click the green “Add Contact Field” or “Add Opportunity Field” button.
Create a new field by entering a name, selecting a type, and optionally enabling it for opportunity pages (available for contact fields only).
Example: Creating a checkbox field “Preferred Communication Method,” where you can manage answer options (e.g., Email, Phone, WhatsApp, SMS).
You can later edit or delete created fields by clicking the three-dot menu next to each field.
Note: WeTravel includes default contact fields (such as name, email, and phone number) that cannot be edited or deleted. In addition, you can create your own custom fields to capture and manage information specific to your business.
Using Fields in Forms
You can use fields to customize your Contact Form and Trip Inquiry form, with one of each available per account.
Fields can be dragged and dropped into the form. You can edit the question title and choose whether the field is required - and make sure to save your changes!
Note: You cannot create new questions directly from the form. To add a question, you must first create a field in the Fields section and then include it in the form.
That’s it - you’re ready to embed widgets on your website, capture customer information through your fields, and track it across Contacts and Opportunities in your CRM 👍
Want to learn more? Click here to unlock the full potential of WeTravel’s widgets and boost your conversions.
Frequently Asked Questions
Can team members access the CRM?
Yes, team members can access the CRM as long as they have access to all trips and the “Send messages to participants” permission is enabled. Without these permissions, the CRM will not be accessible.
Is the CRM a Pro feature?
The CRM is available on both Basic and Pro plans. On the Basic plan, you can use core features such as contacts, opportunities, and custom fields and forms. Pro plans include additional capabilities like CRM messaging, email tracking, and AI-powered email drafting.
Can I delete the field I no longer need?
To delete a field, go to Fields, locate the field, click the three dots, and select Delete. Once deleted, the field will no longer be available in forms.
Please note that fields already used in a contact form or trip inquiry form can’t be deleted. You need to remove it from those forms first. Answer options with existing values can’t be deleted, though you can add new options and remove the entire field.
Can I create multiple trip inquiry forms with different fields?
No, only one trip inquiry form can be customized per account. This means you create a single template, and the same form (with your selected fields) will apply to all trips.
Please contact us if you have any other questions. We will be happy to help!