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Deal fields in Coffee

Coffee has a set of standard deal fields. You can also import and match deal fields from HubSpot or Salesforce.

Updated over 2 months ago

Standard deal fields in Coffee

  • Company Name

  • Deal Name

  • Amount

  • Stage

  • Forecast Category

  • Points of Contact

  • Close Date

  • Owner

  • Status

  • Create Date

  • Last Activity

  • Next Activity

  • Last Step

  • Next Step

  • Age

  • Time in Stage

When syncing, Coffee maps these fields from your CRM:

From HubSpot deals

  • Base currency

  • Deal currency

  • Amount

  • Close date

  • Create date

  • HubSpot owner ID

  • All owner IDs

  • Deal name

  • Description

  • Deal stage

  • Deal type

  • Priority

  • Object ID

  • Deal stage probability

  • Next step

  • Last activity date

  • Manual forecast category

From Salesforce opportunities

  • Amount

  • Close date

  • Create date

  • Name

  • Description

  • Stage name

  • Type

  • ID

  • Owner ID

  • Probability

  • Next step

  • Last activity date

  • Forecast category

Custom fields

πŸ‘‰ You can also add custom fields in Coffee to match how you keep track of information. Learn more

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