You can customize the fields you see when creating a new deal. This helps you focus only on the information that matters to your workflow.
How to customize new deal fields
Hover over your Admin settings (bottom left).
Select Deal Settings.
Click New deal fields.
Here you can:Mark fields as required
Rearrange field order
Delete Fields
Add additional fields
How to create custom fields
When you're finished making changes, click Save.
That’s it! 🎉
Users will see these fields every time anyone creates a new deal.