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Edit field
To edit a field,
Go to Admin Settings > Leads, Contacts & Accounts > Contacts/Accounts/Custom modules
To modify deal fields navigate to Deals & Pipeline > Deals from the Admin Settings
Click theicon beside a field.
Click Edit field. The edit field overlay appears.
In the Edit Field overlay,
You can change the Label of the field. The Internal Name, and Field type, however, cannot be edited.
You can configure the field properties such as making it a required field, read-only field, unique field and also opt to display the field in the quick add form.
Add the field to Group/ Sub-group by choosing from the Group or Sub-group dropdown.
Add a placeholder text to the field to make it easy for users to understand the purpose of the field.
Add a tooltip to describe the purpose of the field.
Click Save.
Hide field
To hide a field,
Go to Admin Settings > Contacts/Accounts/Deals/Custom Modules module.
Click theicon beside a field.
Click Hide field.
Upon confirmation, the field will be removed from the add and edit forms of the record.
Note: Click the Add field button to add the field again to the quick add forms.
Delete field
To delete a field
Go to Admin Settings > Contacts/Accounts/Deals/Custom Modules module.
Click theicon beside a field.
Click Delete field.
Upon confirmation, the field will be removed in the product.
Note: Default fields cannot be deleted. The delete option applies only to custom fields You can edit and hide fields in the Free plan. The delete option is available from the Growth plan.