Custom deal field overview

1. Click "Lists" on the left menu.
2. Click "Manage Fields."
3. Click the "Deals" tab on the Manage Fields page.
4. Click "Add Group."
   
5. A modal window will appear. Type the name of the group into the field provided.
6. Click the "Create" button.

The new field group will appear at the bottom of the Manage Fields page.

1. Hover your mouse over the field group name
2. Click the edit (pencil) icon.
3. A modal window will appear. Type the new name into the field provided.
4. Click the "Save" button.

1. Hover your mouse over the group you wish to remove.
2. Click the trash icon.
3. A delete confirmation modal window will appear. If you have fields in the group you are deleting, you'll be asked to move those fields to a different group.
4. Click the "Delete" button.

You can create a variety of different custom field types. They include:

• Text input
  This is a traditional text input field that stores a short piece of data that you or someone on your team would type. For example, phone number, service tracking number, or account ID.
• Text area
  This field type allows you or someone on your team to type multiple lines of text so you can store more data. For example, needs/opportunities, pain points/challenges, or background information about the lead.
• Number
  This field type can be used to store a string of numbers written in decimal form. Note that the numbers in this field can contain two decimal places. You may want to use this to store the number of times a contact visited your site, how many days until their membership expires, and more.
• Money
  This field type can be used to store monetary values. In addition, you will be able to select a default currency when creating the money field and you can select a different currency when updating the value of that field for a deal. You may want to use this to store discounts or recurring revenue.
• Date
  This is used to specify a date and includes month, day, and year. You can either type the date or select it from a calendar. This can be used to collect forecasted close dates, contract end dates, or subscription dates.
• Drop-down menu
  This uses a predefined set of options that you or someone on your team can select when creating or updating a deal. Only one value can be selected. You may want to use this to select how a lead heard about your services, a lead’s geographic location/region, or won/loss reason.
• List box
  This field type displays a list of predefined options that you can choose from. You will need to shift-click to choose more than one answer option for this field. You can use this field to capture purchased products or what technologies they most often use.
• Radio button
  This custom field type functions the same as the drop-down menu field type; you can only choose one answer from a list of predefined answers. However, the visual representation is different. You can use this to store demographic information such as age ranges or whether or not the lead is qualified.
• Check box(es)
  This custom field type allows you to choose one or more answer options from a predefined list of options. For example, you can use this to capture other services that the lead is interested in.
• Hidden field
  This custom field type is a text field and is not visible to contacts when used on a form. You can use this to assign pieces of information to contacts when they submit a form. The ability to use custom deal fields on a form is coming soon. Read more about hidden fields.

1. Click “Lists” on the left menu.
2. Click “Manage Fields.”
3. Click the “Deals” tab on the “Manage Fields” page.
4. Click the “Add Field” button.
5. An "Add Field" modal will open. Type the field name into the field provided.
6. Click the "Group" dropdown field and click the group you wish to add the new field to. 
7. Click the "Field Type" dropdown field and click the field type you wish to create. Note that you will need to provide answer options for the dropdown menu, list box, radio buttons, and check box(es) field types.
8. Click the "Add" button.

1. Click "Deals" on the left menu.
2. Click any deal to open it.
3. Click the "Manage Fields" option.
4. You will be redirected to the Manage Fields page for your Deal fields. Click the “Add Field” button.
5. An "Add Field" modal will open. Type the field name into the field provided.
6. Click the "Group" dropdown field and click the group you wish to add the new field to. 
7. Click the "Field Type" dropdown field and click the field type you wish to create. Note that you will need to provide answer options for the dropdown menu, list box, radio button, and check box(es) field types.
8. Click the "Add" button.

Note that when updating field values, any changes you make will not "save" as you go. In order to save field updates, you need to click the "Save Changes" button. If there are any errors, such as a required field left blank, we'll display a message letting you know that the changes cannot be saved.

1. Click "Deals" on the left menu.
2. Click the deal you wish to work with.
3. Hover your mouse over the field you wish to update.
4. Click the edit (pencil) icon that appears.
5. Type or select the value you want to add to the field.
6. Repeat steps 3-5 above for each field you wish to update.
7. Click the "Save Changes" button.

1. Click "Automations" to navigate to the Automations Overview page.
2. Click "Edit" for the automation you wish to work with.
3. Drag the CRM > Update Custom Field action to your automation.
4. A modal window will appear. Click the field dropdown for the field you want to update.
5. Click any of the options to either enter a new value, copy data from an existing contact field, or clear an existing value. For money and number fields, you can only enter a new value or clear an existing value.
6. If entering a new value, type it into the field provided. If copying data from an existing contact field, select the contact field to use from the dropdown.
7. In the “Affects” dropdown, click the deal that should be updated.
8. In the “Pipeline” dropdown, click the pipeline to which the deal belongs. 
9. Click “Save.” 

Learn more about automating fields with the "Update custom deal field" action.

1. Click "Lists" on the left menu.
2. Click "Manage Fields."
3. Click the "Deals" tab on the Manage Fields page.
4. Hover your mouse over the field you wish to edit.
5. Click the "Edit" option.
6. A modal window will open. Here you can customize the field's options.
7. When finished, click "Save."

1. Click "Lists" on the left menu.
2. Click "Manage Fields."
3. Click the "Deals" tab on the Manage Fields page.
4. Hover your mouse over the field you wish to delete.
5. Click the delete (trash) icon.
6. A modal window will appear. Confirm your decision by clicking the checkboxes then clicking the “Delete” button.