How to add/create Custom Fields?

This guide shows Admin and Manager users how to create custom fields for deals or people, allowing teams to capture additional data tailored to their workflow.

Step 1: Access Custom Fields Settings

• Log into your Outperform account (Web).
• Click on your Settings (top right).
• From the left menu, click on Custom Fields.

Step 2: Choose Field Type

• Select whether you want to create a custom field for:
  • Deal
  • People

Step 3: Add a New Custom Field

• Click the Add Deal Field (or Add People Field) button.

Step 4: Select Field Format

Choose a field type based on how the data should be collected:

• Multi Selection – Choose multiple answers from a list.
• Date – Select a date from the calendar.
• Single Selection – Choose one option from a list.
• List Selection – Select one item from a dropdown menu.
• Text – Enter short free-text answers.
• Long Text – Enter extended text (textbox resizes).

Refer to this link for detailed explanation on Type of Field

Step 5: Enter Field Details

• Fill in the Field Name.
• Add possible values (for selection-based fields).
• Optional: Choose visibility settings:
  • Show in Add New Dialog – Display field during deal/person creation.
  • Show in Details View – Display field in the record detail view.

Refer to this link for detailed explanation on “Show in Add New Dialog” and “Show in details view”

Step 6: Save Your Custom Field

• Click the Save button to finalize.

Step 7: Custome Field Configuration

Enable the relevant options to control where the custom field appears

• Pop-up dialog = Shows the field in the deal detail drawer.
• Detail view = Displays the field in the Detail section of the deal detail page.
• Form view = Includes the field in the marketing form.
• Add deal = Displays the field when creating a new deal.
• Require = Makes the field mandatory to fill in.

Done!

Your custom field has been successfully created and is now ready for use.

✅ Pro Tips

• Use consistent naming for easier reporting.
• Add only necessary custom fields to avoid clutter.
• Test new fields by creating a sample deal/person to confirm display and function.