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Customizing new deal fields

Choose which fields appear when users create a new deal.

Updated this week

You can customize the fields your users see when creating a new deal, the ordering, and what fields are required.


How to customize new deal fields

  1. Click Settings (bottom left).

  2. Under Workspace, select Deals.

  3. Click New deal fields.
    Here you can:

  4. When you're finished making changes, click Save.


Thatโ€™s it! ๐ŸŽ‰
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Users will see these fields every time anyone creates a new deal.

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