How to enter a custom field value for a deal

Easily customize OnePageCRM to your business by adding your product information as custom fields. Once you've  created custom fields for deals you can do the following:

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 Amount field.
  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.

Won Deal

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