Setting up Deal Custom Fields can provide a very simple and powerful way to track your sales pipeline. You can now create up to 25 specific fields to organize your business Deals by unique attributes. For example, you can create pick-lists of Products or Services you sell and even track by Region. Currency fields can help capture other revenue streams and you can even apply date fields to track contract renewals.
These special fields can then be used in a report to gain optics into your sales pipeline in specific ways.
Your Deal Custom Fields will live on the Deals page below the Deal Summary values. You can arrange their order and even make fields mandatory to ensure your team adds values into them.
In this example, six custom fields have been set up to track Deals.