Manage opportunity custom fields

• Click on your name in the top right corner and select System Settings.

• • Click on Opportunities.

• • Now you'll have access to edit the following:
    • Opportunity Labels
    • Item Names
    • Opportunity Custom Fields
    • Item Custom Fields

Manage Opportunity Custom Fields

Add an Opportunity Custom Field

• Click the + New Custom Opportunity Field button.

• Enter the Name and select the Type from the following options:
  • Text: A text box.
  • Checkbox: Adds a checkbox to the opportunity form.
  • Dropdown: Adds a dropdown to the opportunity form. Click on the newly created opportunity custom field to add dropdown options.

• • Money: Adds a dollar field to the opportunity form.
  • Number: Adds a numerical field to the opportunity form.
  • Multi-select: Adds a multi-select dropdown to the opportunity form. Click on the newly created opportunity custom field to add multi-select options.

• Once you've entered the details, click Save.
  
  

Edit an Opportunity Custom Field

• Click on the opportunity custom field.
  • Update the name as needed
  • Click Save to apply your changes.

Delete an Opportunity Custom Field

• Click on an existing opportunity custom field.
  • Click the Delete button.

• • Confirm you would like to delete the custom field by clicking the Delete button.