Custom fields for deals can be used to track important data pertaining to each deal. Similar to profile custom fields, there are four types: date, text, number, and dropdown. Additionally, date custom fields within deals can be used as a trigger within automation and viewed on the calendar.
Create Custom Fields for Deals
1. The owner of the account can create custom fields for deals by going to Deals > Settings > +Add Custom Field
2. Add a Field Name, Field Type, and whether the field is Hide If Empty or Read-Only > Add Field
Custom Field Location
Custom fields appear on the bottom of the deal card.
Note: The Deals Custom Field will not appear on the lead profile and vice versa.
Date Custom Field within Deals
Automations
Automations can be triggered based on a calendar date that is added within a deal custom field.
Calendar
All calendar dates within custom fields will appear on the calendar. To view custom field dates, go to Calendar > Filters > Deal Custom Dates and select the fields you would like visible on the calendar.
Note: Deal custom dates will not sync to your connected calendar.