Add Custom fields to your Sales Pipeline / Opportunities
BigContacts offers a robust Sales Pipeline, Sales Tracking Module, and Opportunities. Now, with the ability to customize Opportunities, you can easily adjust your Sales Pipeline and Advanced Reports to meet your specific needs.
First, select "Admin" in the Left Menu
Next, select "Sales Module" under the "Manage Modules" section
Select "Custom Fields"
Select the orange button labeled "New Custom Field"
You will then be prompted to Name your Custom Field and select the type of field it will be
You have the option to create a Picklist with as many options as necessary
Make sure to select the "Create" button at the bottom of the pop-up window, once complete
To see your new Custom Field, select "Contacts" from the left menu.
Select the "Actions" button and choose "Add Opportunity"
Scroll down the Create an Opportunity window and you will see your Custom Field