🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024
This offer expires 9/30/2024, at 11:59 PM EST
Custom Fields for Opportunities
Capture the exact details your sales process needs—create and organize opportunity custom fields, reorder them, group them into folders, and hide empty fields for a cleaner card view.
Tracking the Right Details in Your Pipeline
As opportunities move through your pipeline, it can be difficult to track the specific details that matter to your process using only standard fields.
Custom fields allow you to add tailored data points to opportunity cards so you can capture information that fits your workflow and reporting needs.
Without structured fields, important details can be missed, stored inconsistently, or become harder to filter and review across your pipeline.
This guide will walk you through how to create, organize, and manage custom fields so your opportunity data stays clear, consistent, and useful.
To begin, review what opportunity custom fields do and how they extend your pipeline data.
What Opportunity Custom Fields Do
Custom fields extend opportunity cards so you can track details unique to your workflow (like product interest, lead quality, next steps, or internal notes). Standard fields remain locked, but custom fields let you tailor your pipeline without workarounds.
Good to know: Custom field setup affects the options available on opportunity cards, but how fields appear on the card can be user-specific based on individual preferences.
Create Custom Fields for Opportunities
Create opportunity fields once, then use them across all opportunity cards.
- Open Opportunities and click into an existing opportunity (or create a new one).
- Select Add/Manage Fields (or Manage Fields, depending on your view).
- Click + Add Field.
- Choose the field type and configure settings (name, options, default value, etc.).
- Set the Object to Opportunity, then save.
Tip: Name fields based on how you’ll filter or scan later (ex: Lead Source (Detailed), Product Interest, Close Probability).
Reorder Fields and Organize with Folders
Reorder Custom Fields
- Go to Settings → Custom Fields.
- Select Opportunity.
- Drag and drop fields into the order you want.
Group Fields into Folders
Folders keep related fields together so your card stays easy to use—especially when you have multiple pipelines or complex offers.
- Create a folder and set the Object to Opportunity.
- Move related fields into the folder (ex: “Qualification,” “Fulfillment,” “Billing”).
- Save so the folder is available when editing opportunities.
Hide Empty Fields (Cleaner Cards)
When enabled, Hide Empty Fields removes fields with no value from the card view—reducing clutter and helping your team focus on what matters.
Pro tip: If you’re rolling out new fields, keep this off for a day or two so your team remembers to fill them in—then turn it on once the habit sticks.
Manage Fields on Opportunity Cards
Use Manage Fields to control what shows on opportunity cards and how your cards are laid out.
- Select or deselect common card items (like value, source, tags, or tasks).
- Switch between available card layouts (ex: compact vs default, if available in your account).
- Remember: these display preferences are typically user-specific.
- Limit: You can display up to 7 fields per opportunity card.
Example setup: Show Value, Stage, Lead Source, Next Step, and Close Date to keep cards actionable at a glance.
Want cleaner pipeline cards and faster updates?
BizStackPro lets you tailor opportunity data, keep cards uncluttered, and standardize what your team sees—without sacrificing flexibility.
Opens in a new tab.
Frequently Asked Questions
What are custom fields in opportunities?
Custom fields let you add tailored data fields to opportunity cards so you can track business-specific details beyond the standard fields.
Can I edit standard fields?
No. Standard fields are fixed and cannot be edited. Create custom fields to capture additional information.
How do I reorder custom fields?
Go to Settings → Custom Fields, select Opportunity, then drag and drop fields into your preferred order.
Can I group fields into folders?
Yes. Create folders with the object set to Opportunity to keep related fields organized together.
What is Hide Empty Fields?
It hides fields without data in opportunity cards, reducing clutter for a cleaner view.
Can I manage which fields appear on opportunity cards?
Yes. Use Manage Fields to select or deselect data points that appear on cards, and adjust layout options when available.
Are customizations user-specific?
Yes. Display customizations apply to the user who sets them and don’t automatically change other users’ views.
How many fields can be displayed on an opportunity card?
You can display up to seven fields per opportunity card at a time.
Make Your Opportunity Cards Match Your Workflow
Custom fields capture the details that matter. Folders keep them organized. Hide Empty Fields keeps everything clean—so your pipeline stays readable and actionable.
Cleaner cards. Better pipeline decisions.
Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.
Copyrights 2024 | AllAboutBizStackPro.Com | Pricing | About | Features | All Rights Reserved.