[Workflow] Opportunity Updates

The Custom Fields for Opportunities feature enables businesses to add, customize, and organize specific data fields for their sales opportunities.

This provides greater flexibility and precision in tracking potential sales or tasks. It allows businesses to include additional data points unique to their operations or sales processes. These custom fields can range from project deadlines product specifications, client preferences, etc.

Add Custom Fields to CRM

To get started, you will need to add Custom Field to your CRM to access it for your Workflows.

Create Custom Fields

Navigate to 'Custom Fields' under settings. Click on 'Add Field' or 'Create Field'.

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'. There are different types of Custom Fields you can work with;

Text Input

Single Line
Multi-Line
Text Box List

Values

Number
Phone
Monetary

Choosing Options

Dropdown (Single)
Dropdown (Multiple)
Radio Select
Checkbox
Date Picker

Others

File upload
Signature

When you select the field you want, click the Next button to fill out the necessary info such as Field name, group, placeholder, object, and prefill. In the Object section, choose the Opportunity option, and then save this update.

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.

Add Custom Fields to Opportunity Workflow Action

Create a Workflow or edit an existing one. Click on the Workflow Action and select Create/Update opportunity.

Add Custom Field to your opportunity workflow by clicking the “Add Field” button.

Select Custom Field

Select the custom field you want to add to the workflow from the dropdown menu.