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.