How to create a Custom Fields for a specific pipeline?

OutPeform Team

4 years ago

User on Web [Admin/Manager Only]

Login to your Outperform account > Click on Settings(top right drop-down)

Step 1: In the Settings page, click on Custom Fields from the left menu

Step 2: Add a deal field for the specific pipeline. Refer to this link for a detailed explanation. This link will teach you how to add a Custom Field (adding deal field).

Step 3: Click on the pencil button on the custom field you just created.

Step 4: Select a pipeline from the Pipeline drop-down list

Step 5: Click on the update button to save the edit.

Done!

Now the custom field you created will appear on the specific pipeline you chose.

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