The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportunities into fully personalized processes.
Updated June 25, 2024
What is Custom Fields for Opportunities
The Custom Fields for Opportunities feature enables businesses to add, customize, and organize specific data fields for their sales opportunities. Furthermore, this feature allows businesses to categorize these custom fields into various folders, creating a more organized and streamlined view. There's also an option to hide empty fields, ensuring a clean and efficient visual of opportunity cards.
How to use Custom Fields for Opportunities
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Go to Settings: The settings for creating custom fields can be found on the settings page of your sub-account.
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Create Custom Fields: Navigate to 'Custom Fields' under settings. Click on 'Add Field' or 'Create Field'.
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Define Your Fields: Choose 'Opportunity' as your object and then define your custom field type, such as single-line text, number, dropdown, etc. Give it a name that suits its purpose, like 'Project Start Date' or 'Sales Stage'.
- Now you should see an option called 'Opportunities' and 'Contacts'. After filling in the necessary information, Choose Opportunities and hit Save.
- Create Custom Folders: You can group your custom fields for opportunities into custom folders. This helps you categorize and organize your fields better. To do this, go to 'Folders' in the 'Custom Fields' section, create a new folder, give it a name, and select 'Opportunity' as its object.
- Reorder Custom Fields: You can reorder your custom fields as per your preferences once you have created them from the same Settings page and the updated order will reflect on both Add and Edit Opportunity dialog boxes.
Use or Deleting your Custom Fields
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Use Your Custom Fields: When you go to the 'Opportunities' section when creating or editing an opportunity, you will see these new custom fields. You can fill in the information as needed.
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Hide Empty Fields: If you have a lot of custom fields and don't want to see the ones that don't have any value, you can turn on the 'Hide Empty Fields' feature.
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Deleting Custom Opportunity Fields: If you have a specific custom field that you need to delete, go to Sub-account Settings. Look for "Custom Fields", scroll to or search for the custom opportunity field and click on the checkbox right next to it.