Opportunity Fields - Revision history

Ashley DeBon at 16:21, 14 July 2026

2026-07-14T16:21:33Z

Ashley DeBon at 16:06, 14 July 2026

2026-07-14T16:06:55Z

Ashley DeBon at 16:02, 14 July 2026

2026-07-14T16:02:24Z

Ashley DeBon: Created page with "Path: Callproof Support - Website - Sales - Opportunity Types == Viewing Opportunity Fields== Create and manage custom opportunity fields to capture addition..."

2026-07-14T16:01:59Z

Created page with "Path: Callproof Support - Website - Sales - Opportunity Types == Viewing Opportunity Fields== Create and manage custom opportunity fields to capture addition..."

New page

Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunity Types]]

== Viewing Opportunity Fields==
Create and manage custom opportunity fields to capture additional deal details when users add or edit opportunities.
[[File:OpporuntiyFieldsIndex.png|250px|thumb|Opportunity Fields Index]]

== Access ==

'''Note:''' Opportunity Fields is a manager-only feature.

To open Opportunity Fields:
# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Sales'''.
# From the right sidebar, select '''Opportunity Fields'''.
# The Opportunity Fields page opens, displaying the existing custom opportunity fields.
<div style="clear:both;"></div>

== Add Opportunity Field ==
Create a custom field for opportunities so users can capture additional deal information when adding or editing opportunities.
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:OppFieldAdd.png|250px|thumb|Click the Add Field (plus) icon]]
| [[File:OppFieldAddView.png|250px|thumb|Add Field]]
|}

</div>

'''Navigation:''' '''Sales''' → '''Opportunity Fields'''

# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Sales'''.
# Select '''Current Funnel''' or '''Opportunities'''.
# In the right sidebar, click '''Opportunity Fields'''.
# The '''Opportunity Fields''' page opens and displays the existing custom opportunity fields.
# Click '''Add Field''' in the upper-right corner.
# The '''Add Custom Opportunity Field''' page opens.
# Enter a '''Field Name'''.
# Select a '''Field Type''' from the drop-down list.
# Click '''Save'''.
# The new field is added to the '''Opportunity Fields''' list.
# The field is now available when adding or editing opportunities.

== Notes ==

* Only managers can create opportunity fields.
* If the field type is '''Select''', '''Radio''', '''Multiple Select''', or '''Auto''', click the '''Options''' icon on the '''Opportunity Fields''' page to add the available choices for that field.

== Edit Opportunity Field ==
Update an existing custom opportunity field so the correct information appears on the Add Opportunity and Edit Opportunity forms.'
<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:OppFieldEdit.png|250px|thumb|Click the Add Field (plus) icon]]
| [[File:OppFieldEditView.png|250px|thumb|Add Field]]
|}

</div>

'''Navigation:''' '''Sales''' → '''Opportunity Fields''' → '''Edit'''

# Log in to your CallProof account as a manager.
# From the main navigation bar, hover over '''Sales'''.
# Select '''Current Funnel''' or '''Opportunities'''.
# In the right sidebar, click '''Opportunity Fields'''.
# The '''Opportunity Fields''' page opens and displays the existing custom opportunity fields.
# Locate the custom field you want to edit.
# Click the '''Edit''' (pencil) icon for that field.
# The '''Edit Custom Opportunity Field''' page opens.
# Update the '''Field Name''' and/or '''Field Type''' as needed.
# Click '''Save'''.
# The updated field is saved and displayed in the '''Opportunity Fields''' list.
# The changes are reflected on the '''Add Opportunity''' and '''Edit Opportunity''' forms.

== Notes ==

* Only managers can edit opportunity fields.
* The '''Edit''' icon is available only for custom opportunity fields. Standard or account-linked fields may not be editable.
* For '''Select''', '''Radio''', '''Multiple Select''', or '''Auto''' field types, use the '''Options''' icon to update the available choices.

← Older revision		Revision as of 16:21, 14 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunity ~~Types~~]]	+	Path: [[Callproof Support]] - [[Website]] - [[Sales]] - [[Opportunity Fields]]

@@ Line 51: / Line 51: @@
 {| style="border:0;"
-| [[File:OppFieldEdit.png|250px|thumb|Click the Add Field (plus) icon]]
+| [[File:OppFieldEdit.png|250px|thumb|Click the Edit (pencil) icon]]
-| [[File:OppFieldEditView.png|250px|thumb|Add Field]]
+| [[File:OppFieldEditView.png|250px|thumb|Edit Opportunity Field]]
 |}
@@ Line 77: / Line 77: @@
 * The '''Edit''' icon is available only for custom opportunity fields. Standard or account-linked fields may not be editable.
 * For '''Select''', '''Radio''', '''Multiple Select''', or '''Auto''' field types, use the '''Options''' icon to update the available choices.

@@ Line 5: / Line 5: @@
 Create and manage custom opportunity fields to capture additional deal details when users add or edit opportunities.
 [[File:OpporuntiyFieldsIndex.png|250px|thumb|Opportunity Fields Index]]
 '''Note:''' Opportunity Fields is a manager-only feature.