Custom Fields for Deals
You can create custom fields in your CRM account for deals.
In this article:
| Update Deal Custom Fields |
| View Deal Custom Fields |
How to assign/update Deal Custom Field
There are two options to assign or update a Deal Custom Field.
Create a new Deal
Once you have created a Custom Field:
- Open your contact.
- Click + Deal and fill in the deal fields.
- Custom fields are shown directly below the Description field.
- Click Save to create the deal.
Edit an existing Deal
Once you have created a Custom Field:
- Open your contact with an existing deal.
- Click on the pencil icon.
- Custom fields are shown directly below the Description field.
- Click Save to create the deal.
Notes:
- Deal Custom Fields cannot be assigned in bulk.
- You can filter the Deal list by Custom Fields.
How to view Deal Custom Fields
There are two different ways to view custom fields for deals:
Pending Deal
- Open your contact.
- Scroll down to the contact deals.
- Click Show full deal.
- Custom fields are shown directly below the Deal items.
Won Deal
- Open your contact.
- Scroll down to the contacts Timeline.
- Click View full deal details and edit next to the 3 dots menu on the right-hand side.
- Custom fields are shown directly below the Deal items.
