Custom Fields for Opportunities lets you tailor and manage data within the Opportunity Modal, giving you a flexible way to track potential sales, tasks, or projects. You can customise the data you capture, keeping information relevant and well-organised.

Key Highlights

  • Flexibility and Precision: Customise and categorise custom fields in the Opportunity Modal, in the same way you can with contact fields.
  • Enhanced Data Customisation: Add specific data points related to your sales processes, such as project deadlines, product details, client preferences, and more.
  • Organised Data View: Group custom fields into folders for a more streamlined experience. You can also hide empty fields for a cleaner, more efficient view of opportunity cards.

Using Custom Fields for Opportunities

Create Custom Fields

Head to your account settings and open the Custom Fields section. Under the "Custom Fields" tab, click Add Field to get started.

Choose Opportunity

Choose from a range of field types, such as text input, number fields, and dropdowns, to capture the data you need, then name the field accordingly. Make sure you select "Opportunity" as the object.

Grouping Fields

Group related fields into folders for better organisation by selecting a group from the dropdown. If no groups appear, make sure you selected "Opportunity" as the object when creating the folder.

Fill out all the required fields, then click Save.

Utilising the Custom Field

When creating or editing an opportunity, fill in your newly created custom fields to keep your data well-managed.

Hide Empty Fields

Enable the Hide Empty Fields option to keep things tidy, particularly if you're using a lot of custom fields.

Click the Update button to save your changes.

Custom Fields for Opportunities gives your team a better way to track, manage, and customise data, making your process more tailored and efficient.

Use Cases

  • Client Preferences: Capture client-specific needs and preferences to enable more personalised interactions.
  • Customer's Budget: Include a field to track the client's budget to offer more tailored proposals.
  • Conversion Likelihood: Indicate the likelihood of conversion to help prioritise opportunities and allocate resources more effectively.