A deal card, as well as a lead card, contains various fields. It’s important to specify the fields correctly because they influence the information that gets into the system. Deal field settings let:
- add a new field;
- make a field visible or invisible;
- edit an existing field;
- remove a field.
New Field Values
When creating a new field, you can choose one of the following field types:
- Text (line) — a field with one line for describing a deal;
- Text (multi-line) — a field that allows you to break lines;
- List — a drop-down list where one of the values should be chosen;
Note: After configuring the deal fields, the changes are applied automatically to the existing and new deal cards.
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