Shared guide

How to add custom fields to deals

Step-by-step guide covering: Click on "Click here."; Click Personal preferences; Click Data fields; Click Custom field.

victoriaworkflowsvictoriaworkflows
·16 steps·8 views·Published
Step-by-step Guide16 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Personal preferences

    Click Personal preferences
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  3. Click Data fields

    Click Data fields
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  4. Click Custom field

    Click Custom field
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  5. Type "Deal Priority"

  6. Click Select type

    Click Select type
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  7. Click Single option

    Click Single option
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  8. Click on "Click here."

    Click on "Click here."
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  9. Type "Medium" in Option 1 Option 2 Option 3

  10. Click on "Click here."

    Click on "Click here."
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  11. Click on "Click here."

    Click on "Click here."
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  12. Type "High" in Option 1 Option 2 Option 3

  13. Click on "Click here."

    Click on "Click here."
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  14. Click on "Click here."

    Click on "Click here."
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click Save

    Click Save
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