How to add custom fields in Deals Module?

Kylas CRM provides the user the option to add custom fields in certain Modules, which is critical for his business.  For example, for a company selling e-learning content for school students, it will be necessary to add the estimated value and actual value of the closure. So in this scenario, a deal can be created and there can be a custom field that will have the value of deal closure.

This article covers the steps for creating a custom field under the entity Deal and also to edit an existing field. 

Prerequisites

1. Permissions:  Any user with permission to create/edit custom fields.
2. Product Plans: Explore and Elevate.
3. Activities to be Completed: None

Steps

Step 1

Click on 'Deal Form fields' option under the 'Deals' tab in the admin dashboard. This will lead to the page displaying the list of fields under deals.

Step 2

Click on the 'Add' button on the top right corner of the page to open the New Custom Deal form.

Step 3

Select the field type (eg: text, paragraph, number, etc.) and click on the 'Next' button.

Step 4

Insert the field name and check the characteristics (filterable, sortable, etc.) and click on the 'Submit button.

To edit the existing field click on the kebab icon (3 dots) next to the field name in the fields list. This will lead the user to the screen in step 4, where w can edit the field details.

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