How to use Custom Fields for Opportunities

Custom Fields for Opportunities in Stack allow you to capture, organize, and customize information to suit your specific needs. This feature transforms opportunities into personalized processes, enabling you to create, categorize, and group custom fields within the Opportunity Modal, similar to the customization available for contacts.

What are Custom Fields for Opportunities?

Custom Fields for Opportunities enable you to add, customize, and organize specific data fields for your sales opportunities. This feature provides flexibility and precision in tracking potential sales or tasks, allowing you to include data points unique to your operations or sales processes. Custom fields can range from project deadlines and product specifications to client preferences.

You can categorize these custom fields into folders for a more organized view. Additionally, there’s an option to hide empty fields, ensuring a clean and efficient display of opportunity cards.

Use Cases

Sales Deadlines

Create a custom field for each opportunity’s sales closing date to ensure your team is aware of all critical deadlines.

Sales Stages

Differentiate between various sales stages for an opportunity, such as initial contact, needs assessment, negotiation, or final closing.

Product Details

Track specific product or service details related to an opportunity, such as product model, SKU, or service type.

Client Preferences

Keep track of specific preferences or needs of a client, such as preferred contact time or any particular requirements they may have.

Lead Source

Monitor where your leads are coming from, including referrals, social media, direct mail, etc.

Customer’s Budget

Include a field for the client’s budget or expenditure capability to tailor your offers more precisely.

Likelihood of Conversion

Indicate the probability of an opportunity turning into a successful sale. This can help prioritize resource allocation and could be a number field modified using a Math Operation workflow action.

Next Follow-Up Date

Track when you should follow up with a potential client to keep the conversation going and increase the chances of a sale.

Associated Campaigns

If your opportunities are tied to specific marketing campaigns, create a custom field to track which campaign each opportunity is associated with.

Client’s Industry or Occupation

Having a field for the client’s industry or occupation can help you understand their needs better and tailor your communications accordingly.

How to Use Custom Fields for Opportunities

1. Navigate to Settings: Access the settings page in your Stack account.
2. Create Custom Fields: Go to ‘Custom Fields’ under settings. Click on ‘Add Field’ or ‘Create Field’.
3. Define Your Fields: Choose ‘Opportunity’ as your object and define your custom field type, such as single-line text, number, or dropdown. Name it appropriately, like ‘Project Start Date’ or ‘Sales Stage’.
4. Available Field Types: You can add various types of custom fields:
   • Text Input (Single Line, Multi-Line)
   • Number
   • Phone
   • Monetary
   • Dropdown (Single, Multiple)
   • Radio Select
   • Checkbox
   • Date Picker
   • Signature
   • File Upload (allows multiple files on the same opportunity)
5. Create Custom Folders: Group your custom fields into folders for better organization. Go to ‘Folders’ in the ‘Custom Fields’ section, create a new folder, name it, and select ‘Opportunity’ as its object.
6. Reorder Custom Fields: Adjust the order of your custom fields as needed. The updated order will reflect in both Add and Edit Opportunity dialogs.
7. Use Your Custom Fields: When creating or editing an opportunity, you’ll see these new custom fields. Fill in the information as needed.
8. Hide Empty Fields: Enable the ‘Hide Empty Fields’ feature to avoid displaying fields without values.
9. Delete Custom Opportunity Fields: To delete a specific custom field, go to Account Settings, find “Custom Fields”, select the field, and choose Delete under “Bulk Actions”.

FAQs

How can I see my custom fields in an Opportunity?

When you create or edit an opportunity, your custom fields will be visible in the Opportunity Modal. Fill them in as necessary to capture all relevant information.

What does the ‘hide empty fields’ feature do?

This feature allows you to hide any custom fields that do not contain data, ensuring a cleaner and more focused view of your opportunity cards.