Introducing Custom Fields for Opportunities: Streamline Data Organization and Enhance Your Workflow

Exciting Update: Introducing Custom Fields for Opportunities!

We're thrilled to announce a valuable addition to our platform — you can now create and add custom fields for opportunities. It's the perfect solution for capturing and organizing additional information specific to your unique business requirements.

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Just like with custom fields for contacts, you can now categorize and group your custom fields for opportunities into custom folders. This allows you to further streamline your data organization in a way that suits your workflow.

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Screenshot 2023-06-30 at 6

Enhanced User Experience

In addition to these customization options, we've also updated the Opportunity Modal for improved usability. Now, you can view and use these custom fields and folders directly therein.

Furthermore, we've introduced the option to 'Hide Empty Fields.’ This feature declutters your Opportunity Cards by making only relevant fields visible, thereby improving the overall quality of your data view.

The Opportunity Modal now also includes 'Add Task Tab' and 'Add Note Tab' for better multi-tasking and note-taking capabilities.

Screenshot 2023-06-30 at 6
Screenshot 2023-06-30 at 6
Screenshot 2023-06-30 at 6
Screenshot 2023-06-30 at 6

Activate Now

Activate this feature today to take control of your opportunity management. You can access 'Custom Fields for Opportunities' under the Labs section in Location Settings.

Maximize your opportunities workflow with this creative new feature, and let us know how it transforms your sales process!

In Case You Missed It:

Don't forget to check out our previous product update on Revolutionizing Email Design with AI Integrated Image Generation for enhancing your email campaigns.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.