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
Enter Custom Field value for a Deal
- Open your contact.
- Click Add Deal and fill in the deal fields.
- Custom fields are shown directly below the Amount field.
- 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
- Open your contact.
- View PENDING DEAL section.
Won Deal
- Open your contact.
- Click the Edit icon beside the Deal you wish to view.