How to use Custom Fields for Opportunities

Step 1: Create a Custom Field

• 1. Navigate to **Settings** > **Custom Fields**.
• 2. Click the **Add Field** button.
• 3. Choose the field type (e.g., Text, Dropdown, Checkbox) and click **Next**.
• 4. Enter the **Field Name** and select the **Object** as **Opportunity**.
• 5. Click **Save**.

Step 2: Add Custom Fields to Opportunities

• 1. Navigate to **Opportunities**.
• 2. Click on an existing opportunity card or create a new one.
• 3. Scroll down to the **Custom Fields** section within the opportunity details.
• 4. You will see the custom fields you created for opportunities.
• 5. Fill in the relevant data for these fields and click **Update** or **Save**.

Step 3: Use Custom Fields in Workflows

• 1. Navigate to **Automation** > **Workflows**.
• 2. Create or edit a workflow.
• 3. You can use opportunity custom fields in triggers (e.g., Opportunity Changed) or actions (e.g., Update Opportunity).
• 4. Use the **Custom Values** icon to insert the custom field data into emails or SMS messages.

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• Tags: custom fields, opportunities, pipelines, data capture, settings