What’s New: Enhanced Customization Options for Adding New Deals

Product Updates

Have more control over what information is collected when adding new deals with the ability to customize fields on the entry form.

You asked, we delivered. Users now have the ability customize the “Add Deal” form within a pipeline.
Here’s how you take advantage of this new feature:

  1. User must have the: PIPELINE_DEAL_FORM_EDIT permission
  2. From pipeline view, click “Add” -> “Enter Details”
  3. A drawer will slide out from the right hand side. From here you can click the “pencil” icon on the top right to control which fields and in which order those fields are shown.