Deal Custom Fields

Keep track of any special information relevant to your deals with custom fields.

For example, you could add a custom field called  Close Date  to track when a deal is expected to close. Or Account Number  to keep track of important information related to a potential prospect.

Deal custom fields are shared with and visible to all Highrise users.

Adding Custom Fields

Please note: Only the Account Owner and admins are able to create deal custom fields.

Custom fields can be added by navigating to your  Custom Fields  page. The Account Owner and admins will find this under their Settings .

Scroll down the page to find the Fields for Deals  section.

Add new fields here to be used on any of your Deals. Click  Add pre-defined values  to restrict the choices available for that particular field going forward.

Once added, you can edit an existing Deal or create a New Deal to add information to these fields.

Using Deal custom field information

Custom fields appear on the right side of the Deal's page. In the example below, you can see two custom fields,  Expected Close Month  and Probability  under the Additional Info  section.

Deal custom fields are sorted in alphabetical order. If you click on one of the deal custom fields, it will filter all Deals by that field.

For example, clicking on the  Expected Close Month  field filters all Deals by Expected Close Month: March .

Read more on filtering deal custom fields to manage your pipeline.