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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.

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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.

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Using custom fields

Custom fields appear on the opportunity record detail panel. Fill them in when creating or editing an opportunity. You can also:
  • 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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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 Custom widgets for setup details.
Last modified on March 4, 2026