Create Custom Fields for Opportunities

Create Custom Fields for Opportunities

Various information can be collected for Opportunities when Create a New Opportunity or Edit Opportunity Details, such as Status, Priority, Price, and Trades . However, the information collected can be customized to meet a user's needs.

For example, a user may want to collect information for an Opportunity's Date of Completion with both an estimate and actual completion date. A user would create Field Group "Date of Completion" and two Fields "Estimated Completion" and "Actual Completion" underneath it.

  1. Customization is only available in the Browser App.
  2. A Custom Fields can be set as "Required". Use this feature sparingly, as Users cannot save an Opportunity unless that field is filled out.

Step 1: Add Field Group

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Under "Custom Fields", select Opportunity tab
  3. Click ➕ Add Field Group on the bottom of the page
  4. Add a Field Group Name and click Save *Eg. Contract, Date of Completion, other Trades, etc 

Step 2: Create Field

  1. Click ➕ Create Field 
  2. Fill out form:
    1. Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
    2. Label: Add a title to the Field *eg Estimated Completion, Trades, Contract Signed, etc.
    3. Placeholder text: Include a short description of the info to be collected
    4. Required Field: Choose if the information collected to be optional or mandatory *See Note in Intro
    5. Field Width: Customize how big the width field will be-Full, Medium, or Small
  3. Click Save
*You can add as many Fields as needed under a Field Group

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