Page Layout

What are the deal fields? How to customize them?

Modified on: Mon, 11 Nov, 2019 at 3:15 PM


Applicable plan
Sprout Blossom Garden EstateForest


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
Eg: Premium upgrade

Deal Value

Deal’s potential in dollars
Eg: $5000

Type

The type of the deal
Eg: New Deal, Subscription upgrade, etc.

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
Eg: Widget books

Payment status

The mode of payment for the deal (Online/Offline)

Probability

Probability of winning the deal
Eg: 70%

Owner

The owner assigned to the deal
Eg: Rebecca Moris

Deal Pipeline

The pipeline to which the deals belong

Eg: E-commerce sales

Deal Stage

The stage your deal is currently in
Eg: Negotiation

Account

The account that the deal is associated with
Eg: Cooper Myers Co

Related Contacts

The contacts in the deal the account is associated with
Eg: Roy Macklemore

Source

The source of the deal–where it came from
Eg: Email

Campaign

The campaign that landed this deal
Eg: Webinar


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,

  1. Go to Admin Settings > Deal Settings.
  2. Click theicon beside a field and click the icon.
  3. In the Edit Field overlay, 
    1. 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.

    2. 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.
       
  4. Once you are done, click.

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial

What are the deal fields? How to customize them?

Modified on: Mon, 11 Nov, 2019 at 3:15 PM


Applicable plan
Sprout Blossom Garden EstateForest


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
Eg: Premium upgrade

Deal Value

Deal’s potential in dollars
Eg: $5000

Type

The type of the deal
Eg: New Deal, Subscription upgrade, etc.

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
Eg: Widget books

Payment status

The mode of payment for the deal (Online/Offline)

Probability

Probability of winning the deal
Eg: 70%

Owner

The owner assigned to the deal
Eg: Rebecca Moris

Deal Pipeline

The pipeline to which the deals belong

Eg: E-commerce sales

Deal Stage

The stage your deal is currently in
Eg: Negotiation

Account

The account that the deal is associated with
Eg: Cooper Myers Co

Related Contacts

The contacts in the deal the account is associated with
Eg: Roy Macklemore

Source

The source of the deal–where it came from
Eg: Email

Campaign

The campaign that landed this deal
Eg: Webinar


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,

  1. Go to Admin Settings > Deal Settings.
  2. Click theicon beside a field and click the icon.
  3. In the Edit Field overlay, 
    1. 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.

    2. 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.
       
  4. Once you are done, click.

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial