Working with deals
nowy
Custom fields in deals
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. The system will transfer you to the deals list. In the top right corner click on the cog icon and select Add custom field.
You can also add a custom field directly from a deal's card, just click on Edit and go to the bottom of the page:
Next step is selecting a 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. Click on Save.