Overview

Custom Fields for Opportunities enable users to "tailor your CRM to match your exact sales process" by tracking business-specific details beyond default fields.

What Are Custom Fields for Opportunities?

Custom Fields allow you to "add, manage, and organize additional data points in your sales pipeline" including text, dropdown, date, and monetary field types organized into folders.

Key Benefits

• Personalization: Capture business-specific information like budgets or preferences
• Organization: Group related fields into folders and reorder them
• Efficiency: Hide empty fields to maintain clean pipeline views
• Better Reporting: Include custom fields in dashboards and reports
• Filtering Power: Filter opportunities by custom criteria
• Automation: Use custom fields in workflows and merge fields

How to Access Custom Fields

Via Settings:

Navigate to Settings menu and select Custom Fields

Via Opportunity:

Inside Opportunities, select an opportunity and click "Add/Manage Fields"

Creating New Custom Fields

Step 1: Add Field

Click the "+Add Field" button at the top right of the Custom Fields dashboard.

Step 2: Choose Field Type