How to add Custom Fields for Deals in CRM?

While working in CRM, you may be required to add a custom fields in the Deals module while tracking your Deal pipeline.

In ToolsonCloud CRM, you can add multiple custom fields in your Deal’s form.

To add a custom field for Deal’s module in CRM, follow these steps:

Click on “Custom Fields” link from the sidebar navigation menu on the left side. You will be navigated to the “Field Customization” settings page.
Click on the “Add Field” button on the top right corner of the page. You will get a popup dialog box prompting you to enter more details.
- Enter the name of the new field
- Select “Deals” from the Entity dropdown menu
- Select “Text” from the Type field
- Click on “Add Field” button to add the new field
Once done, the new field will get created
You can visit the “Deals” listing page and click on the “Add Deal” button to check the newly created field in the Deals page