Updating Opportunities Using Workflows

Custom Fields for Sales Opportunities 

The ability to create and customize fields for sales opportunities allows businesses to tailor their CRM to their specific needs. This feature provides flexibility in managing and tracking potential sales, tasks, and other relevant data unique to their processes. These custom fields can include project timelines, product details, client preferences, and more.

Integrate Custom Fields into Your CRM 

To utilize these custom fields within your workflows, the first step is to add them to your CRM system.

How to Create Custom Fields

1. Access the 'Custom Fields' section found under the settings menu.

2. Select 'Add Field' or 'Create Field' to begin.

3. Define the type of field you need, such as single-line text, numerical input, dropdown options, etc. Assign a relevant name like 'Project Start Date' or 'Sales Stage' to the field. The available field types include:

   • Text Inputs: Single Line, Multi-Line, Text Box List

   • Values: Number, Phone, Monetary

   • Options: Single Dropdown, Multiple Dropdown, Radio Select, Checkbox

   • Date Picker

   • Other Fields: File Upload, Signature

4. Once you’ve chosen the appropriate field type, proceed by clicking 'Next' to fill in details like Field name, group, placeholder, object, and prefill options. For the Object section, select 'Opportunity' and then save your changes.
   

Organize Custom Fields with Folders 

You can further streamline your process by grouping your custom fields into folders. To do this:

1. Go to the 'Folders' section within 'Custom Fields.'

2. Create a new folder, name it appropriately, and assign 'Opportunity' as its object.

Integrate Custom Fields into Workflow Actions

1. Either create a new workflow or edit an existing one.

2. Click on the Workflow Action and choose 'Create/Update Opportunity.'

3. Add the desired custom field to your workflow by selecting it from the dropdown menu.
   

Selecting the Custom Field 

Finally, choose the specific custom field you want to include in the workflow, ensuring it aligns with your objectives.

This streamlined process helps in categorizing and organizing your sales opportunities, enhancing the overall efficiency and effectiveness of your sales management.