A deal’s information is saved in the following groups:
Basic Information
This includes all the default deal fields provided by Freshsales that can be filled in manually through deal forms and during import or automatically using Freshsales for Web.
Here’s the list of fields.
Field Name | Description |
Deal Name | Deal’s name |
Deal Value | Deal’s potential in dollars |
Type | The type of the deal |
Expected close date | The date when the deal is expected to close. |
Closed date | The date when the deal is closed. |
Product | The product the deal is for |
Payment status | The mode of payment for the deal (Online/Offline) |
Probability | Probability of winning the deal |
Owner | The owner assigned to the deal |
Deal Pipeline | The pipeline to which the deals belong Eg: E-commerce sales |
Deal Stage | The stage your deal is currently in |
Account | The account that the deal is associated with |
Related Contacts | The contacts in the deal the account is associated with |
Source | The source of the deal–where it came from |
Campaign | The campaign that landed this deal |
Additional Information
This includes custom fields that capture additional information about the deal such as Products Used, Product fit, Enterprise Requirement, etc. The custom fields can be filled in manually through the deal forms or during import and automatically using Freshsales for Web.
To customize the deal fields,
- Go to Admin Settings > Deal Settings.
- Click the
icon beside a field and click the 
icon. - In the Edit Field overlay,
- You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
- You can configure the field properties such as making it a required field, read-only field, unique field and also opt to display the field in the quick add form.
If you have chosen the field type to be Multiselect, Checkbox, or Radio, you may edit or delete the existing choices, and add new ones by clicking the Add choice button.
- You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
- Once you are done, click
.