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Add extra fields to a deal
The deal stores the extra field you entered.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the deal and click Edit details.
Scroll to Extra Fields.
Enter a new field name and click + Field or press Enter.
Complete the new field value and click Save.
Reopen the deal to check the field and its content.
To remove an extra field, use the row’s X in editing and save. Extra fields with empty values are omitted; reopen to check the result.
Check your result
The deal stores the extra field you entered.
What you need to know
- Use names different from existing fields. Extra-field names are converted to lowercase.