How to enter a custom field value for a deal

Once custom fields for deals are created, you can enter or view the value for your Deal:

  • Enter Custom Field value for a Deal
  • View Custom Fields of a Deal

Enter Custom Field value for a Deal

  1. Open your contact.
  2. Click Add Deal and fill in the deal fields.
  3. Custom fields are shown directly below the Deal stage (see A).
  4. Click Save to create the deal.

View Custom Fields for a Deal

There are two different ways to view custom fields for deals:

  • Pending Deal
  • Won Deal

Pending Deal

  1. Open your contact.
  2. View PENDING DEAL section (see A).

Won Deal

  1. Open your contact.
  2. Click the Edit icon beside the Deal you wish to view (see A).

  3. Custom fields are shown below Deal Stage (see B).

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