Opportunity Custom Fields

What is This?

Create custom fields for opportunities to capture more information related to the Sales opportunity in the Sales module. Pick a type for each field and enter a display order to determine the sequence in which opportunity custom fields will be displayed for the opportunity in the Sales module.

What Next?

  • Capture data for the opportunity custom field for an opportunity in the Sales module.

Tips

  • To create a drop-down list opportunity custom field, to choose a value from a list of values, you need to define the list values using the custom list option.
  • Activate the fields. Only fields that are active will show up for opportunities.
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