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Adding custom Deal fields in Coffee

Learn how to add custom deal fields in Coffee to track unique data across your pipeline.

You can add custom columns to the Deals view to track specific information that is unique to your team or organization.

How to add deal fields

  1. Go to Deals in the main navigation.

  2. You can create a new field using one of two methods:

    • Click any column header and select Manage columns.

    • Or scroll all the way to the right and click the plus sign (+) at the top of the last column.

  3. Click Custom Column.

  4. Select the column type that fits your data, such as text, number, or date.

  5. Type the name of your field and click Create.

Once created, the new column will appear in your view. You can edit your Deals view at any time to rearrange these columns.

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