Custom fields in deals

Created: 2018-06-27
Last updated: 2018-06-27

Post view count: 255

You can add your custom fields to deals. It allows to store data not included in default form. To add your own field, select CRM > Deals. System will transfer you to your deals' list. In top right corner click on the cog icon and select 'Add custom field'.

You can also add custom field directly from deal's card, just click on 'Edit' and go to the bottom of the page:

Next step is selecting field's label (eg. Client's ID), field's type (what kind of content will it be) and decide, if the field will be displayed as a column in deals' main view. If you're not sure, what type of field you should select, just leave default value - 'Text'. Next click on 'Save'.



Add Comment