Creating Sales Opportunity Custom Fields

  • Updated

This article provides a step-by-step guide on how to add custom fields to your Sales Opportunities in BigChange. Custom fields allow you to record additional information, enhancing the efficiency and effectiveness of your sales process.

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Adding a New Sales Opportunity Custom Field

To add a custom field, you first need to navigate to the appropriate settings page. Follow this path: Profile icon ➔ Admin Settings ➔ Financial ➔ Financial document's custom fields ➔ Document type ➔ Sales opportunity.

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  1. Select the "Add" button to create a new custom field.
  2. Select a Field label/question
  3. Choose the type of response appropriate for the selected Field label
  4. Decide whether or not the response should be mandatory
  5. Select 'Ok' to save

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Your new field will now be visible in list form.

 

Using the Custom Field in a New Sales Opportunity

With your custom field created, it will now be visible when creating  new sales opportunities in the CRM.

To see the new custom field(s), navigate to the CRM → [Side menu] Sales opportunities → New sales opportunity. Your custom field(s) will be located at the bottom of the form.

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Deleteing a custom field

Deleting a custom field in BigChange is a permanent action and cannot be undone. All the data associated with that field will be lost. Therefore, it's crucial to double-check and confirm that the data in the field is no longer required before proceeding with deletion. 

The system will provide an on-screen warning asking are 'Are you sure you want to delete this custom field?' before the deletion process is completed to remind you of this.

 

Conclusion

Adding custom fields to your Sales Opportunities in BigChange allows you to capture additional, valuable information.