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Utilizing Custom Fields for Opportunities

Maximizing Sales Potential: A Comprehensive Step-by-Step Guide to Leveraging Custom Fields for Opportunities in LeadBadge

The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportunities into fully personalized processes. Within the Opportunity Modal, users can seamlessly create, categorize, and group custom fields, refining their data management and process tracking with the same ease of customization as with contacts

Custom Fields for Opportunities empower businesses to enhance their sales processes by adding, customizing, and organizing specific data fields tailored to their needs.

This feature offers greater flexibility and precision in tracking potential sales or tasks, allowing businesses to include additional data points unique to their operations or sales processes, such as project deadlines, product specifications, or client preferences.

Users can categorize custom fields into various folders, creating a more organized and streamlined view, with the option to hide empty fields for a cleaner interface.

Usage Cases:

  1. Sales Deadlines: Track critical sales closing dates for each opportunity.
  2. Sales Stages: Differentiate between various sales stages, from initial contact to final closing.
  3. Product Details: Record specific product or service details related to an opportunity.
  4. Client Preferences: Capture client preferences or special requirements.
  5. Lead Source: Monitor where leads are coming from, whether referrals, social media, or direct mail.
  6. Customer’s Budget: Customize offers based on the client’s budget or expenditure capability.
  7. Likelihood of Conversion: Prioritize resource allocation based on the probability of successful sales.
  8. Next Follow-Up Date: Schedule follow-up dates to maintain client engagement.
  9. Associated Campaigns: Tie opportunities to specific marketing campaigns for tracking purposes.
  10. Client’s Industry or Occupation: Gain insights into client needs by categorizing them based on industry or occupation.

In essence, Custom Fields for Opportunities provide businesses with the tools to tailor their sales processes and better meet the needs of their clients, ultimately driving greater success and efficiency.

Go to Settings: The settings for creating custom fields can be found on the settings page of your sub-account.

Create Custom Fields: Navigate to ‘Custom Fields’ under settings. Click on ‘Add Field’ or ‘Create Field’.

Define Your Fields: Choose ‘Opportunity’ as your object and then define your custom field type, such as single-line text, number, dropdown, etc. Give it a name that suits its purpose, like ‘Project Start Date’ or ‘Sales Stage’.

The types of custom fields you can add for opportunities currently include:

  • Text Input
  • Single Line
  • Multi-Line
  • Text Box List
  • Values
  • Number
  • Phone
  • Monetary
  • Choosing Options
  • Dropdown (Single)
  • Dropdown (Multiple)
  • Radio Select
  • Checkbox
  • Date Picker
  • Signature

    Please Note

Now you should see an option called ‘Opportunities’ and ‘Contacts’. After filling in the necessary information, Choose Opportunities and hit Save.

Create Custom Folders:You can group your custom fields for opportunities into custom folders. This helps you categorize and organize your fields better. To do this, go to ‘Folders’ in the ‘Custom Fields’ section, create a new folder, give it a name, and select ‘Opportunity’ as its object.

Reorder Custom Fields: You can reorder your custom fields as per your preferences once you have created them from the same Settings page and the updated order will reflect on both Add and Edit Opportunity dialog boxes.

Use Your Custom Fields:When you go to the ‘Opportunities’ section when creating or editing an opportunity, you will see these new custom fields. You can fill in the information as needed.

Hide Empty Fields: If you have a lot of custom fields and don’t want to see the ones that don’t have any value, you can turn on the ‘Hide Empty Fields’ feature.

Deleting Custom Opportunity Fields: If you have a specific custom field that you need to delete, go to Sub-account Settings. Look for “Custom Fields”, scroll to or search for the custom opportunity field and click on the checkbox right next to it.

Under “Bulk Actions”, choose Delete to delete the custom opportunity field.


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