Can I add a custom field to a deal?

Custom deal fields are part of the Deals CRM feature. They are available on the following plans:

  • Plus
  • Professional
  • Enterprise

You can create custom fields for your deals from a few different places in your ActiveCampaign account: the Manage Fields page and any Deal page. We'll walk you through both options in this article. 

For an overview of custom deal fields, field types available, and how you can use custom deal fields, see this help article

Note: Only users who have permission to manage custom deal fields will be able to create and edit custom deal fields.

Create a custom deal field from the Manage Fields page

  1. Click either “Forms” or “Lists” located in the left-side menu.
  2. Click “Manage Fields.”
  3. Click the “Deals” tab on the “Manage Fields” page.
  4. Click the “New Custom Deal Field” button.
  5. Select the type of field you wish to create, then click “Next.”
  6. Type the field name into the field provided and add any answer options (if applicable).
  7. Click the “Add Deal Field” button.

Create a Custom Deal Field directly from a Deal page

  1. From the Deals overview page, click any deal.
  2. Click the “Add Field” button located on the Deal page.
  3. Select the type of field you wish to create and click “Next.”
  4. Type the field name into the field provided and add any answer options (if applicable).
  5. Click the “Add Deal Field” button.

The new field will automatically appear on all deals in all pipelines and will appear in the segment builder as a condition under the "Custom Deal Fields" category.

In addition, you can use the "Update Field" automation action to update the value of a custom deal field.

Note: The following functionalities are not available with custom deal fields at this time:

  • Personalization tags (Coming Soon)
    Personalization tags will not be generated for any custom deal field you create. This means you won't be able to dynamically insert custom deal field values into campaigns and automation emails via personalization tags.
  • Adding fields to forms (Coming Soon)
    Only contact custom fields can be used on forms.
  • Filter pipelines (Coming Soon)
    You can filter your deals with custom deal field values to quickly find specific deals. 
  • Field changes automation trigger (Coming Soon)
    It's not possible to trigger an automation to run when the value of a custom deal field changes.
  • Import/Export fields
    It's not possible to perform a CSV import of custom deal field information. You can only import contact fields. In addition, it's not possible to export deals or custom deal fields.
  • Bulk Editor
    It's not possible to use the bulk editor to update the value of a custom deal field. 
  • Creating conditional content
    It's not possible to use custom deal fields to create conditional content in campaigns or automation emails.
Have more questions? Submit a request