Geteilte Anleitung

How to add custom properties to deals

Step-by-step guide covering: Click the CRM tab; Click the Deals link; Click the Actions dropdown; Click the Edit properties option.

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·16 Schritte·8 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide16 Schritte

  1. Click the CRM tab

    Click the CRM tab
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  2. Click the Deals link

    Click the Deals link
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  3. Click the Actions dropdown

    Click the Actions dropdown
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  4. Click the Edit properties option

    Click the Edit properties option
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  5. Click the Create property button

    Click the Create property button
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  6. Click 'Create manually' to add a new property

    Click 'Create manually' to add a new property
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  7. Type 'Deals Priority' in Property Label

    Type 'Deals Priority' in Property Label
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  8. Click the Single-line text field

    Click the Single-line text field
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  9. Click the Dropdown select

    Click the Dropdown select
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  10. Click the Label input field

    Click the Label input field
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  11. Type 'High' in Dropdown Options

    Type 'High' in Dropdown Options
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  12. Click the Add option button

    Click the Add option button
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  13. Type 'Medium' in Option Label

    Type 'Medium' in Option Label
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  14. Click the Add option button

    Click the Add option button
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  15. Type 'Low' in the Option Label field

    Type 'Low' in the Option Label field
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  16. Click the Create propertyLoading button

    Click the Create propertyLoading button
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