Adding Custom Field Sets to Opportunities

1. Feature Overview

This article assumes that you’ve already created one or more custom field sets and are now looking to integrate them with opportunities.

 

2. Prerequisites

While creating a custom field set, you must select the Opportunity Integration checkbox. This will make the custom field set available for opportunity integration –

LeadSquared Custom Field Sets

 

3. Associate Custom Field Sets with Opportunities

After creating a custom field set, you can associate it with a new custom opportunity field. Note that you cannot associate a custom field set with an existing opportunity field. You must create a new one.

  1. Navigate to My Profile>Settings>Opportunities>Opportunity Types.
  2. Against an opportunity type, hover your cursor over the icon, and click Edit.
    • The following steps will remain the same if you are looking to associate a custom field set to a custom opportunity field in a new opportunity type that you’re creating.
  3. On the Update Opportunity Type pop-up, navigate to the Field Configuration tab, and click the Add Field button.
  4. After entering the custom opportunity field details, from the Type dropdown, select the CFS you want to associate with the field.
  5. To mark the field as mandatory, enable the Checkbox checkbox.
  6. Once you’re done, click Next, and then click Save.

LeadSquared Custom Field Sets

Note: On the Form Configuration pop-up screen, you can customize where you want the CFS field to show up in the form.

 

4. View Custom Field Sets

Custom fields sets will appear in all places where opportunity fields are available, such as –

4.1 Manage Opportunities and Smart Views

You can use column customization to display custom field sets on the Manage Opportunity and Smart Views pages. To do this –

  1. On the Opportunity grid, click the column customization select column icon icon.
  2. On the Select fields to view in grid pop-up, click the Checkbox checkbox alongside the custom field set you want to display, and then click Save.
  3. The selected field will now show up on the grid.

LeadSquared Custom Field Sets

 

4.2 Advanced Search

You can view custom field sets associated with opportunity fields from any advanced search within LeadSquared.

LeadSquared Custom Field Sets

 

4.3 Opportunity Details Page

You can view and edit custom fields sets from the Opportunity Details page –

LeadSquared Custom Field Sets

 

5. Other Actions

  • Bulk Update – You can bulk update custom field sets from the Manage Opportunity page. For more information, see the Bulk Updates section under Opportunity Management.
  • Import Custom Field Sets – You can import custom field sets through regular Opportunity Import.
  • Export Custom Field Sets – You can export custom field sets along with other lead fields from the Manage Opportunity page. For more information, see the Export Opportunity section under Opportunity Management.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Was this Helpful?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments