Customize deal fields

How to add custom fields to track deal-specific information.

Custom fields let you track information beyond the standard deal fields like amount, stage, and close date. You can add fields for things like service type, contract terms, or forecast category. Once created, a custom field appears on every deal in your pipeline and can be filtered and sorted like any standard field.

Steps

1. Go to Sales → Deals.

2. Click the deal you want to add a custom field to.

3. In your deals Detail right side panel, click + Add Custom Field.

4. In the New Deal Field modal, enter a Field name.

5. Select a Field type from the options below.

6. If your field type requires additional input (like text input type or select options), configure those settings.

7. Click Save.

The custom field is created and appears on the current deal and all other deals in your pipeline.

Field type reference

• Text: Free-form text. Choose between Single line or Multi line input.

• Number: A numeric value.

• Date: A calendar date.

• Date Time: A date and time value.

• Boolean: A true/false toggle.

• Email: An email address.

• Phone: A phone number.

• URL: A web link.

• Select: A dropdown with predefined options. Enter your options during setup.

• Multi Select: A dropdown that allows multiple selections. Enter your options during setup.

• Currency: A monetary value.

• Person: A single team member.

• Multi Person: Multiple team members.

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FAQ

Can I use custom fields to filter or sort my pipeline? Yes. Custom fields can be filtered and sorted just like standard deal fields.

What are some examples of useful custom fields? A few common ones: a Select field called "Service Type" to categorize deals, a Number field called "Probability %" for forecasting, or a Text field called "Contract Terms" to capture special conditions.

Can I edit or delete a custom field after creating it? Yes. You can edit or delete a custom field at any time.