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Custom fields allow you to capture any business-specific data on opportunity records that goes beyond the standard fields. Use them to track deal-specific attributes like product type, contract length, referral source, or any other metric important to your sales process.
Custom fields on an opportunity record

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Creating custom fields

Custom fields for opportunities are created in Settings > Custom Fields (or through Opportunity Settings).
1

Navigate to custom fields

Go to Settings and find the Custom Fields section. Select Opportunities as the object type.
2

Add a new field

Click ”+ Add Field” and configure:
  • Field name — a clear label for the field
  • Field type — choose from text, number, date, dropdown, checkbox, multi-select, or file upload
  • Required — optionally make the field required when creating an opportunity
3

Save

Click Save. The field will now appear on all opportunity records and in the opportunity creation form.
Adding a custom field to opportunities

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Organizing fields into groups

You can organize custom fields into named groups to keep the opportunity record panel clean and logical.
Custom fields grouped in the opportunity panel
To create a group:
  1. In Settings > Custom Fields, click + Add Group
  2. Name the group and assign fields to it
  3. Save — the group will appear as a collapsible section on opportunity records

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Using custom fields on opportunity records

Custom fields appear on the opportunity record detail panel. You can:
Custom field values on an opportunity record
  • Filter by custom fields — use custom field values as filter criteria in the Opportunities view
  • Sort by custom fields — in list view, click a custom field column header to sort
  • Export custom fields — custom field values are included in CSV exports
  • Use in automations — reference custom field values as triggers or conditions in workflows

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Hiding empty fields

To reduce clutter, enable the Hide Empty Fields option to automatically collapse custom field sections that have no values entered.
Hide Empty Fields toggle for opportunity custom fields

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Custom fields in dashboard widgets

Custom field values from opportunities can be used as filters in dashboard widgets. For example, you can create an opportunity widget that only shows deals where a custom “Product Type” field equals “Enterprise”. See the Dashboard documentation for setup details.
Use custom fields to track the data most important to your business — contract lengths, product lines, deal sources, or any other metric you need to report on. The more consistently fields are filled in, the more valuable your reporting becomes.

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FAQs

You can create custom fields with the following types: text, number, date, dropdown, checkbox, multi-select, and file upload.
Yes. When creating or editing a custom field, enable the Required toggle. The field will then be mandatory when creating or editing an opportunity.
Yes. Custom field values on opportunity records can be used as trigger conditions or action values in Workflows. Reference the field in any automation step that supports opportunity data.
Yes. In both board and list view, use the filter toolbar to filter by any custom field value. In list view, click a custom field column header to sort by that field.
Yes. When you export opportunities, all custom field values are included as additional columns in the CSV file.
Last modified on March 4, 2026