Custom Fields can now be added to your deals to help you track important information about your sales opportunities! When creating a deal pipeline, you can set custom fields for that particular pipeline.
To do this, visit your Deals tab then click "Add Pipeline". Fill out Pipeline Name, Stages, Lost Reasons and Custom Fields.
The two options that are available are:
+ Group: Consider this as a sub-tab where you can easily group your fields. For example, if you create an “Accounting” tab, you may create a group titled “Transactions” or “ YTD Sales”.
+ Field: Create single standalone fields
Click on either + Group or + Field. On the right, under "Create New Field", label your field and determine the field type. Once the field type has been chosen, it cannot be changed.
These are the following field types:
Short Text - Single line text. Maximum of 500 characters.
Long Text - Multiline text. Supports line breaks.
Select Box - Create a dropdown selection of options
True/False Flag - A simple true/false flag. Presented as a checkbox on the edit and view form.
User Field - Displays a dropdown with all active users
Date Field - Represents dates. Optionally, you can store dates with times
Address Field - Displays as a set of address fields (zip, country, state, city, street, etc.)
Number - Displays a number as whole number, decimal number, percentage, or currency
Choose your Field Type, name the field and add values iff needed.
To create more fields, repeat the steps above.
Nimble tip: To rearrange the order of the fields and groups, just move your cursor over any field entry and "drag and drop."
Populate Custom Fields
When creating a new deal within the Deal Pipeline containing the custom fields, you will now see Deal Fields. Use inline editing to enter data for your deal.
The Custom Deal Fields will appear on the Deal record and inline editing can be used here to update the information when needed.