Custom Fields for Opportunities

Created by PX Marketing, Modified on Tue, 19 Aug at 3:31 PM by PX Marketing

Overview

Custom fields in PXME give you the flexibility to capture and organize information beyond the standard opportunity fields. They help you track unique data points, streamline workflows, and optimize your opportunity management process. With custom fields, you can tailor your pipeline to your business goals, improve reporting, and enhance decision-making.

Understanding Custom Fields

Expand capabilities – Add fields that go beyond the defaults.
Tailor to your needs – Create fields for revenue tracking, estimated close dates, products, services, or internal notes.
Flexible interface – Quickly create, reorder, and manage fields without extra clicks.
Creative organization – Use folders, custom views, and layouts to align your process with business goals.

How to Use Custom Fields

Navigate to Opportunities and select an existing opportunity, or click + Opportunity to create a new one.
Inside the opportunity card, select Add/Manage Fields.
From here, you can view existing custom fields or create new ones.

Creating Custom Fields

Click + Add Field.
Enter the field name, choose a field type (e.g., text, dropdown, checkbox), and adjust settings.
Select the object as Opportunity and assign it to the default group or a custom group.
Click Save — the field will now appear on all opportunity cards.

⚠️ Note: Standard fields are fixed and cannot be edited.

Reordering Custom Fields

Go to Settings → Custom Fields.
Select Opportunity from the dropdown menu.
Drag and drop fields into the desired order.

Organizing with Custom Folders

Group related fields into folders for easier management.
To create a folder:
- Select Add Folder.
- Set the object to Opportunity, and save.

Example: Organize fields into folders for sales stages, client requirements, or product/service data.

Populating Custom Fields

Once created, custom fields are available in all opportunities.
Use them to track details such as:
- Potential revenue
- Estimated close dates
- Services or products attached to the opportunity

This data supports better reporting, strategy adjustments, and decision-making.

Cleaning Up with “Hide Empty Fields”

Enable Hide Empty Fields to display only fields that contain data.
This reduces clutter and helps you focus on relevant information.
Available when editing an opportunity or after adding a field.

Managing Opportunity Card Fields

Inside the pipeline view, click Manage Fields.
Select or deselect which fields you want visible on the opportunity card.
Choose between compact view or the default layout.
Save your preferences and apply them to either a single pipeline or all pipelines.

Limitations:

A maximum of seven fields can be displayed on a card at once.
To add another, you must remove an existing one.

User-Level Customization

Field display settings are user-specific.
Each user can customize their own view without affecting others.

Example: One user may choose to display revenue and source, while another prioritizes tasks and tags.

FAQs – Custom Fields

Q1: What are custom fields in opportunities?
A: They allow you to capture data specific to your business beyond the standard opportunity fields.

Q2: Can I edit standard fields?
A: No. Standard fields cannot be changed, but you can add custom fields for flexibility.

Q3: How do I reorder custom fields?
A: Go to Settings → Custom Fields, select Opportunity, and drag fields into the desired order.

Q4: Can I group fields into folders?
A: Yes. Use the Add Folder option, set the object to Opportunity, and organize fields by type or stage.

Q5: What does “Hide Empty Fields” do?
A: It hides unused fields on the opportunity card for a cleaner view.

Q6: Are field customizations shared across users?
A: No. Each user’s card layout preferences are personal and do not affect others.

Q7: How many fields can I display on an opportunity card?
A: Up to seven fields at a time.

Q8: What happens to custom field values if I delete an opportunity?
A: All custom field data tied to that opportunity will also be deleted.

Conclusion

Custom fields give you unmatched control over how you manage opportunities in PXME. By creating, organizing, and customizing fields, you ensure that your team captures the right data at the right time. Use folders, hide empty fields, and manage card displays to streamline workflows and keep your pipeline efficient and focused.