How to manage deal fields
You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.
When you edit fields in the pipeline settings, their names will change automatically in the card of each deal.
To edit a deal field, select your pipeline and click Settings. Go to the Fields tab. This is where all the fields that you have created for deals in the cards are located.
You can disable the added fields, edit, or delete them.
To rearrange fields, click to the right of a field name, and move it up or down.
To add new fields that will be available by default when creating deals, click Add Field.
Enter the field name and select the field type:
String | Used to enter up to 255 text characters. |
Number | Used to enter numbers. |
Date and time | Used to specify a date and time. |
Link | Used to add a clickable link to a deal card. |
Checkbox |
Used to indicate the presence or absence of certain conditions, options, or parameters. This field cannot be required. |
List |
Used to select one or more values from a predefined set. When creating a deal, you can select one or more preset options. You can specify the option to Allow multiple choice of options. |
To make a field required for selection, check Make it required.
After creating the field, click Add.
Last Updated: 26.07.2024
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