Deal fields
Deal field
The Deal Field Configuration feature in the CRM allows users to create and manage custom fields specific to their business needs. Users can add, edit, and organize fields to capture relevant deal information that aligns with their sales processes. Custom fields can be of various types, including text, number, date, dropdowns, checkboxes, and more.
Active fields
Standard fields are predefined CRM fields that capture key opportunity details
STANDARD FIELDS
ADDED CUSTOM FIELDS
Custom fields
Need some help?
Need help configuring your deal fields? Try these resources:
Neetu saxena
Deal
ID
109200380191
Kailash, a Bangalore-based software engineer with a flair for contemporary living and strategic investments, recently secured a residence at Shriram Hebbal One—an upscale address nestled in one of the city’s most coveted locales, recently secured a residence at Shriram Hebbal One—an upscale address.
Date of creation:
February 24, 2024
Deal Information
Deal
Neetu Saxena
Feb 24, 2024
109200380191
Kailash, a Bangalore-based software engineer with a flair for contemporary living and strategic investments, recently secured a residence at Shriram Hebbal One—an upscale address nestled in one of the city’s most coveted locales, recently secured a residence at Shriram Hebbal One—an upscale address.
Deal Information
@neetu saxsena
Deal
Feb 24, 2024
109200380191
Kailash, a Bangalore-based software engineer with a flair for contemporary living and strategic investments, recently secured a residence at Shriram Hebbal One—an upscale address nestled in one of the city’s most coveted locales, recently secured a residence at Shriram Hebbal One—an upscale address.
Deal Information