Opportunity Fields (New Web)

Path: Callproof Support - Sales_Menu - Opportunity Fields (New Web)

Opportunity Fields

Screen title: Edit Opportunity Fields Browser title: Opportunity Fields Address: /funnel/opps/fields/list/

Use this screen to set up custom fields that appear when users add or edit opportunities. You can also change the currency/value sign used for opportunity amounts (for example $).

Opportunity Fields

From this screen you can:

• Add a custom opportunity field
• Edit a field name, type, and default (when options exist)
• Delete a field
• Manage Options for Select, Multiple Select, Radio, and Auto fields
• Reorder fields (drag handle or alphabetical sort)
• Rename the opportunity value sign
• Open related Funnel pages from Quick Links

How to open Opportunity Fields

Option A — From Quick Links

1. Sign in to CallProof as a manager.
2. Open a Funnel page such as Opportunities Report or Opportunity Types.
3. Click Quick Links.
4. Choose Opportunity Fields.

Option B — From the main menu

1. Sign in as a manager.
2. In the left sidebar, open the Opportunities / Funnel area (label may vary by company setup).
3. Choose Opportunity Fields when available.

Option C — Open Opportunity Fields directly

1. Open your web browser.
2. Go to your CallProof website and add /funnel/opps/fields/list/ at the end of the address (for example: https://appv2.callproof.com/funnel/opps/fields/list/).
3. Press Enter.
4. The Edit Opportunity Fields list appears (managers only).

Permissions

• You must be signed in.
• This screen is manager-only.
• Non-managers cannot manage Opportunity Fields here.
• Fields you create appear company-wide on opportunity add/edit forms.
• Options pages and Auto Field settings are also manager-only.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Edit Opportunity Fields
• Rename "$" sign — text box (up to 5 characters) and Save
• Add Field button
• Quick Links

Fields table

| Column | What it shows | |---|---| | Field Name | Display name of the field | | Field Type | Regular Field, or Custom plus the type (for example Select, Text). Some rows show Custom Contact when linked to a contact custom field | | Actions | Options (when enabled), Edit, Delete | | (sort) | Drag handle to reorder; alphabetical sort icon in the header |

Options icon

• Enabled for Select, Multiple Select, Radio, and Auto field types
• Disabled for other types
• Auto fields open Automation Options
• Other option types open the Field Options page

Empty state

• If none exist: No opportunity fields found

Field guide

Rename "$" sign

• Changes the currency/value symbol shown with opportunity values (for example on reports and the funnel).
• Maximum 5 characters.
• Cannot be blank.
• Click Save after changing it.

Field Name (Add / Edit popup)

• Required.
• Up to 64 characters.
• Shown on opportunity forms.

Field Type (Add / Edit popup)

• Required.
• Choose from the available custom field types (Text, Select, Radio, Multiple Select, Auto, and others configured in CallProof).
• For Select / Radio (when options exist), Edit may also show Default Value.

Default Value (Edit popup, when shown)

• Optional default option for Select or Radio fields.
• Options must exist first (see Field Options below).

View Opportunity Fields

1. Open Edit Opportunity Fields (/funnel/opps/fields/list/).
2. Review Field Name and Field Type for each row.
3. Use pagination if there are many fields.

Rename the value sign

Rename $ sign

1. In the header, find Rename "$" sign.
2. Enter the symbol you want (for example $, €, or USD).
3. Click Save.
4. Opportunity values across Funnel screens use the new sign.

Add a Field

Add Field

1. Click Add Field.
2. In Add Custom Opportunity Field, enter Field Name.
3. Choose Field Type.
4. Click Save.
5. The field appears in the list.
6. If the type is Select, Multiple Select, or Radio, CallProof may open the Field Options page next so you can add choices.

Edit a Field

Edit Field

1. Click the Edit icon for the field.
2. In Edit Custom Opportunity Field, change Field Name and/or Field Type.
3. If Default Value appears, choose a default option.
4. Click Save.
5. The list refreshes.

Delete a Field

Delete Field

1. Click the Delete (trash) icon.
2. Confirm the delete prompt.
3. The field is removed from the list and from opportunity forms.

Caution: Deleting a field removes that custom field setup for the company. Confirm before deleting.

Reorder Fields

Drag to reorder

1. Find the drag handle (bars icon) on the right side of a row.
2. Drag the row up or down.
3. Release to save the new order.
4. This order controls how fields appear on opportunity forms.

Sort alphabetically

1. In the table header, click the alphabetical (A–Z) icon.
2. Fields are sorted by name.

Manage Field Options (Select / Radio / Multiple Select)

Click the (option) icon

Field Options

Address pattern: /funnel/opps/fields/<field>/options/<custom_field>/

1. On the fields list, click the Options icon for an enabled field.
2. Or finish Add Field for a Select / Radio / Multiple Select type and continue to Options when redirected.
3. Breadcrumb example: Opportunities → Fields → "Field Name" Field → Field Options.

On the Options page

1. Enter Option Name (required; up to 64 characters).
2. (If shown) Enter Points for the option.
3. Click Add.
4. Review the Options table: Option Name, Default (Yes/No), Actions, drag handle.
5. Edit, save, or delete an option as needed.
6. Drag to reorder, or use alphabetical sort.
7. Use the breadcrumb Fields link to return to the fields list.

Tip: After options exist, edit the field and set a Default Value if you want one pre-selected on new opportunities.

Automation Options (Auto fields)

1. On the fields list, click the Options (Auto Field Options) icon for an Auto field.
2. In Automation Options, set:
   • Action
   • Field #1
   • Field #2
   • Hidden (optional)
3. Save the automation settings.
4. These control how the auto field behaves on opportunity forms.

Quick Links

From Quick Links on this screen:

• Opportunities Report — /funnel/opps/
• Opportunity Stages — /funnel/oppstages/
• Opportunity Types — /funnel/opptypes/
• Opportunity Fields — this page
• Import Opportunities

Related board view: Opportunities (Sales Funnel) at /funnel/new/

Where these fields are used

After you set up fields here, users see them when they:

• Add an opportunity from an account
• Edit an opportunity
• Work with opportunity imports / exports that include custom columns (when configured)

The value sign appears next to opportunity Value and Derived amounts on Funnel screens and reports.

Tips and important notes

• Plan field names and types before reps start entering opportunity data.
• For dropdown-style fields, always add Options after creating the field.
• Options icon is only active for Select, Multiple Select, Radio, and Auto types.
• Field Name and Field Type are required when adding or editing.
• The value sign cannot be blank; keep it short (max 5 characters).
• Reorder fields so the most important ones appear first on the opportunity form.
• Deleting a field is permanent for that custom field setup—confirm first.
• Only managers manage this list; all users with opportunity access fill in the fields on forms.

Need help?

• Page blocked / redirected: confirm you are a manager
• No opportunity fields found: click Add Field to create the first one
• Options icon greyed out: that field type does not use a choice list
• Select field has no choices: open Options and add option names
• Value sign will not save: enter a non-blank value (max 5 characters)
• Other issues: email support@callproof.com