How to use Custom Fields for Opportunities

Harnessing the Power of Custom Fields

Unlock the potential of personalized data management and process tracking with the Custom Fields for Opportunities feature. This functionality empowers users to tailor information within the Opportunity Modal, providing a dynamic and flexible approach to handling potential sales or tasks.

Key Highlights:

Flexibility and Precision: Customize and categorize custom fields within the Opportunity Modal, akin to the customization available for contacts.

Greater Data Customization: Include additional data points specific to your operations or sales processes, such as project deadlines, product specifications, client preferences, and more.

Organized Data View: Categorize custom fields into folders for a more organized and streamlined view. The option to hide empty fields ensures a clean and efficient visual of opportunity cards.

Usage Cases:

Sales Deadlines: Set custom fields for sales closing dates to keep your team informed about critical deadlines.

Sales Stages: Differentiate between various sales stages, enhancing your opportunity tracking process.

Product Details: Track specific product or service details related to an opportunity, such as product model, SKU, or service type.

Client Preferences: Record client preferences or needs, aiding personalized interactions.

Lead Source: Keep track of lead sources, whether referrals, social media, or direct mail.

Customer's Budget: Create a field for the client's budget to tailor offers more precisely.

Likelihood of Conversion: Indicate the probability of conversion to prioritize resource allocation.

Next Follow-Up Date: Track follow-up dates to maintain ongoing communication.

Associated Campaigns: Link opportunities to specific marketing campaigns for comprehensive tracking.

Client's Industry or Occupation: Understand client needs better by categorizing their industry or occupation.

How to Use This Feature

Navigate to Settings

Access custom fields settings in your sub-account settings.

Create Custom Fields

Under 'Custom Fields,' click 'Add Field' or 'Create Field.'

Choose Opportunity

Choose opportunity as your object, define the field type, and name it accordingly.

Custom Field Types

Choose what type of custom field you want to create. Options include text input, number, dropdowns, and more.

Create Custom Folders:

Group custom fields into folders for better organization. Access 'Folders' in the 'Custom Fields' section, create a new folder and select 'Opportunity' as its object.

Utilize Custom Fields:

When creating or editing an opportunity, fill in information using the newly created custom fields.

Hide Empty Fields

Turn on 'Hide Empty Fields' to streamline your view, especially when dealing with numerous custom fields.