Can I add additional tracking fields to my opportunities?

 Can I add additional tracking fields to my opportunities?


In order to add additional tracking fields to your opportunities, you will first need to make sure that your company account has the Advanced Sales Pro package. Once this has been confirmed, locate and enter into your Admin panel. Here you find the Marketing/Lead Tracking feature. 



Within 'Additional Marketing Opportunity Fields,' you will see the ability to Add a new field. Select Add to set up your first, custom opportunity field!

Once added, each user will have the option to populate the field when adding opportunities:

1 Comments

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    Julia Hicks

    Is there a limit to how many custom fields you can add? We currently have 3 and it doesn't look like we have the option to add any more.

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