UPilot CRM allows you to customize your contacts and deals by adding in separate new sections for blocks of custom fields in a way that works best for your business.’
Any custom field added on to the deals can also be added on to the deals table! Combined with custom views as well as stage based custom fields, you can customize your views in any way you’d like!
Adding Custom Fields to Your Table
To display specific custom fields on your deals table, you can:
- On the Deals section, select the “Column Customization” icon located on the top-right corner of your table, (next to the ‘+Filters’ icon)
- From the drop-down that appears, select the custom fields you wish to add to the table
Note: At the moment, to-do lists and lookup fields are not available as options to be added on to the deal table
- Click anywhere outside the drop-down to save your selection
- Your table will now reload along with the newly added custom fields displayed as well.
Pro Tip:
Similarly to the deals table, the custom fields can be added on the contacts table as well!
This article is a part of the ‘Deals’ series. Articles in this series include:
