Within Teamwork CRM, you can create custom fields for your leads and opportunities.



To add custom fields to your leads and opportunities, click your profile in the top right corner of your site and select Settings from the dropdown.

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The Customize forms section is located in the left-hand menu of your site settings.


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Select Lead & opportunity from the available customizable form options. 

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You can create customizable forms for:

  • Deals - These fields will appear when editing a deal. They will also show when adding a deal if set to show in add form.
  • Opportunity won reasons - select a reason when an opportunity is won.
  • Lead lost reasons - you can choose one of these options when a lead is disqualified.
  • Opportunity lost reasons - you can choose one of these options when a lead is disqualified.


Deals

Click the green Add field button to add a new custom field. In the add field modal, you can enter a name for the field and set a field type.




 Field Type
 Duration 
 URL 
 Email
 Date
 Multiple options
 Time
 Number
 Company
 Single option
 Contact
 Text (short/long)
 User 

For each custom field you create, you have the option to include the field in the add form for creating leads and opportunities.

You also have the option to make the field mandatory to fill out when adding a lead or an opportunity. 



To edit or delete a custom field, use the option menu (three dots) to the right of the field details.

 




For more information, see: Creating Deal Lost and Won Reasons