Customizing Deal Fields

To change the Fields for Deals, go to the Deals tab, then select the 'list settings' option on the top right of the page.

You can also edit the Record types to reflect whether the Deal List contains Contacts, Companies, or both.

Click inside the text box in order to change the Field name for any given row.

You may rearrange the Fields by utilizing the 'Drag' icon (gridded dots) to the left of the fields. This will both change the order of the columns in the List view, as well as the order of the fields on the deal profile pages.

Clicking 'Advanced' will give you an additional set of options for that field, including if that field should be:

• Part of the form every time you create a new deal
• Required in order to create a deal
• In the header section of any individual deal page
• Should be filterable (which then means clicking that field value will filter the page for matching ones)

For some field types, the ability to change one or more of the above may be disabled. For instance, given we require a name for a new deal, the "Company" or "Contact" field will be both prompted and required for any new entry.

For "Stage", as well as any "Select" field (Single-Select, Multi-Select), you can also define the options available for your team. We've written a separate article about that here!

For custom fields you've created, you may change the Field type by selecting the drop-down menu in that column and choosing from the options available.

Custom fields can also be deleted, by clicking the X icons. Default / standard fields cannot be deleted, but you can turn the visibility of those Fields off, which removes them from both the Deal List and individual deal pages.

At the bottom of the Edit List page, you will see the option to Add a Field. Once you add that Field, you may name the Field, move it to where you'd like it using the 6 dots to the far right of the field, and edit the Field type accordingly. After making the necessary changes to the Fields, you may Save the list by clicking that option - either at the bottom of the page, or at top right of the table as well.