Opportunity Fields

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.

Opportunity Fields Index

Note: Opportunity Fields is a manager-only feature.

To open Opportunity Fields:

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. From the right sidebar, select Opportunity Fields.
4. The Opportunity Fields page opens, displaying the existing custom opportunity fields.

Add Opportunity Field

Create a custom field for opportunities so users can capture additional deal information when adding or editing opportunities.

Click the Add Field (plus) icon

Add Field

Navigation: Sales → Opportunity Fields

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. Select Current Funnel or Opportunities.
4. In the right sidebar, click Opportunity Fields.
5. The Opportunity Fields page opens and displays the existing custom opportunity fields.
6. Click Add Field in the upper-right corner.
7. The Add Custom Opportunity Field page opens.
8. Enter a Field Name.
9. Select a Field Type from the drop-down list.
10. Click Save.
11. The new field is added to the Opportunity Fields list.
12. 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.'

Click the Edit (pencil) icon

Edit Opportunity Field

Navigation: Sales → Opportunity Fields → Edit

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. Select Current Funnel or Opportunities.
4. In the right sidebar, click Opportunity Fields.
5. The Opportunity Fields page opens and displays the existing custom opportunity fields.
6. Locate the custom field you want to edit.
7. Click the Edit (pencil) icon for that field.
8. The Edit Custom Opportunity Field page opens.
9. Update the Field Name and/or Field Type as needed.
10. Click Save.
11. The updated field is saved and displayed in the Opportunity Fields list.
12. 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.

Delete Opportunity Field

Remove a custom opportunity field that is no longer needed.

Click the Delete (X) icon

Navigation: Sales → Opportunity Fields → Delete

1. Log in to your CallProof account as a manager.
2. From the main navigation bar, hover over Sales.
3. Select Current Funnel or Opportunities.
4. In the right sidebar, click Opportunity Fields.
5. The Opportunity Fields page opens and displays the existing custom opportunity fields.
6. Locate the custom field you want to delete.
7. Click the Delete (red X) icon for that field.
8. A confirmation message appears.
9. Click OK or Confirm to delete the field.
10. A confirmation message indicates that the custom field was deleted.
11. The field is removed from the Opportunity Fields list.
12. The field no longer appears on the Add Opportunity or Edit Opportunity forms.

Notes

• Only managers can delete opportunity fields.
• Before deleting a custom opportunity field, ensure it is no longer needed for reporting or existing opportunity records.