How to use Custom Fields for Opportunities

The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportunities into fully personalized processes. Users can create, categorize, and group custom fields within the Opportunity Modal, refining their data management and process tracking. With the same ease of customization as with contacts.

Covered in this Article

• What is this feature?

• Usage Cases:

• How to use this feature?

• FAQs

  • How can I see my custom fields in an Opportunity?

  • What does the 'hide empty fields' feature do?

What is this feature?
The Custom Fields for Opportunities feature enables businesses to add, customize, and organize specific data fields for their sales opportunities.

This provides greater flexibility and precision in tracking potential sales or tasks. It allows businesses to include additional data points unique to their operations or sales processes. These custom fields can range from project deadlines, product specifications, client preferences, etc.

Furthermore, this feature allows businesses to categorize these custom fields into various folders, creating a more organized and streamlined view. There's also an option to hide empty fields, ensuring a clean and efficient visual of opportunity cards.

Usage Cases:

• Sales Deadlines: You can create a custom field for each opportunity's sales closing date to ensure your team knows all critical deadlines.

• Sales Stages: Differentiate between various sales stages for an opportunity, such as initial contact, needs assessment, negotiation, or final closing.

• Product Details: Use custom fields to track specific product or service details related to an opportunity, such as product model, SKU, or service type.

• Client Preferences: Track specific preferences or needs of a client, such as preferred contact time or any particular requirements or requests they may have.

• Lead Source: Keep track of where your leads are coming from. This could include referrals, social media, direct mail, etc.

• Customer's Budget: To cater to your offers more precisely, having a field for the client's budget or expenditure capability would be helpful.

• Likelihood of Conversion: Create a field to indicate the probability of an opportunity turning into a successful sale. This can help prioritize resource allocation. This could be a number field modified using a Math Operation workflow action to update the field.

• Next Follow-Up Date: To keep the conversation going and increase the chances of a sale, you might want to track when you should follow up with a potential client.

• Associated Campaigns: If your opportunities are tied to specific marketing campaigns, you can create a custom field to track which campaign each opportunity is associated with.

• Client's Industry or Occupation: Having a field for the client's industry or occupation can help you understand their needs better and tailor your communications accordingly.

How to use this feature?

• Go to Settings: The settings for creating custom fields can be found on the settings page of your account.

• Create Custom Fields: Navigate to 'Custom Fields' under settings. Click on 'Add Field' or 'Create Field.'

• Define Your Fields: Choose 'Opportunity' as your object and then define your custom field type, such as single-line text, number, dropdown, etc. Give it a name that suits its purpose, like 'Project Start Date' or 'Sales Stage.'

The types of custom fields you can add for opportunities currently include:

• Text Input

  • Single Line

  • Multi-Line

  • Text Box

  • List

  • Values

  • Number

  • Phone

  • Monetary

  • Choosing Options

  • Dropdown (Single)

  • Dropdown (Multiple)

  • Radio Select

  • Checkbox

  • Date Picker

  • Signature

Please Note
Although typically available, the 'File Upload' field type is currently being worked on to be made available for opportunities. This will enable you to upload files directly to your custom fields in the opportunities section.

Now you should see an option called 'Opportunities' and 'Contacts.' After filling in the necessary information, choose Opportunities and hit Save.

• Create Custom Folders: You can group your custom fields for opportunities into custom folders. This helps you categorize and organize your fields better. To do this, go to 'Folders' in the 'Custom Fields' section, create a new folder, give it a name, and select 'Opportunity' as its object.

• Use Your Custom Fields: When you go to the 'Opportunities' section when creating or editing an opportunity, you will see these new custom fields. You can fill in the information as needed.

• Hide Empty Fields: If you have a lot of custom fields and don't want to see the ones that don't have any value, you can turn on the 'Hide Empty Fields' feature.

FAQs

• How can I see my custom fields in an Opportunity?
  When you go to 'Opportunities' and select or create an opportunity, you'll see your custom fields listed. When you edit an opportunity, these fields are available for input. If you've organized your fields into folders, these will appear one after the other.

• What does the 'hide empty fields' feature do?
  When enabled, the 'hide empty fields' feature hides all fields that currently have no value. This allows you to focus only on fields that are relevant or required for you, providing a cleaner, more streamlined view of your opportunity data.