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.
1. First, select Pipeline in the Left Menu
2. Next, select Customize Pipeline under the Manage Modules section
3. Select the Custom Fields tab
4. Select the orange button labeled New Custom Field
5. You will then be prompted to name your custom field and select the type of field it will be
6. You have the option to create a Picklist with as many options as necessary
7. Make sure to select the Create button at the bottom of the pop-up window, once complete
To see your new custom field, add an Opportunity to a contact. There are two ways to add an Opportunity. The first one is via the Add Opportunity button in the Pipeline page. To access it:
Click on the Pipeline button in the left sidebar menu in BigContacts
Then, click on the Add Opportunity button
You can also add an Opportunity from a contact record's Actions button as explained below.
Click on Contacts in the left sidebar menu.
Select the "Actions" button and choose "Add Opportunity"
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yMDg2LzQ3MjYwL2NrZmluZGVyL2ltYWdlcy9xdS8yMDI0L1NjcmVlbnNob3RfMjAyNC0xMS0yMV8xMzMyNTlfXzFfKDEpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTczMjM1NDU3MH19fV19&Signature=KGQrlLjcoQUx~75ifagup36FJEXomYwO38lPuqk814V4fix8pG-8EtWjc2eDSnrkFY-06V3WwLM6EDVWc2AkclMJccZbdAw-PGtneZCF4zSxnVc3k1i-JLjy1evGenI3yyBwlFVkAZa4KrXluwAfFIqMnhIOyHDIGRWOzj~wFVNQYweMlF5J3bCPJFA9uHEnZu7ErV3LIJbj94blaSq~FfSWS-4HP~oqsvteB6vj~tf3bXkf26lM5pSyh7TJDZpOR6XAJ~ewIrmMpTG7mlSGZCDe2s~Fjp1HWiVm4SQGKp2dsSj~pbNjc4OQQ2j2tkLJP1KWpVjUs1Oq1mA5S7tJkw__&Key-Pair-Id=K2TK3EG287XSFC)
Scroll down the Create an Opportunity window and you will see your Custom Field
