Add Custom Fields to Opportunities

The default opportunity fields — value, source, owner — cover the basics, but most sales processes track a few extra details specific to the business.

Creating a custom field

1. Go to Settings > Custom Fields, or click Add/Manage Fields directly from an opportunity.
2. Click + Add Field.
3. Choose a field type.
4. Set the object type to Opportunity.
5. Save.

Group related fields into folders for a long field list.

Field types available

Single-line text, multi-line text, list fields, numbers, phone numbers, monetary values, dropdowns, radio buttons, checkboxes, date/time pickers, file uploads, signatures.

Putting custom fields to work

Filter opportunities by a custom field's value in Advanced Filters, add a custom field to opportunity cards via Manage Fields, turn on Hide Empty Fields to keep cards clean.

A note on card display

Which fields show on cards is a per-user view setting; the custom fields themselves are shared account-wide.