A deal’s information is saved in the following groups:
This includes all the default deal fields that can be filled in manually through deal forms and during import or automatically using CRM Code Library.
Here’s the list of fields.
This includes custom fields that capture additional information about the deal such as Products Used, Product fit, Enterprise Requirement, etc. The custom fields can be filled in manually through the deal forms or during import and automatically using CRM Code Library.
To customize the deal fields,
Go to Admin Settings > Deal Settings.
Click theicon beside a field and click the icon.
In the Edit Field overlay,
You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
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.
If you have chosen the field type to be Multiselect, Checkbox, or Radio, you may edit or delete the existing choices, and add new ones by clicking the Add choice button.
Once you are done, click Save