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How do you add custom fields so that they can be used on a sales form?

User Coblenski
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Final Answer:

To add custom fields to a sales form, navigate to the form layout customization settings and use the "Add Custom Field" option to include the desired information.

Step-by-step explanation:

To add custom fields for use on a sales form, follow these steps. Firstly, access the customization settings for the specific form you want to modify. This is often found in the settings or configuration section of your sales software or CRM system. Once there, look for an option like "Form Layout" or "Customize Fields."

Within the form layout customization settings, you'll likely find an option such as "Add Custom Field" or a similar term. Click on this option, and a new window or panel will open, allowing you to define the details of your custom field. You can specify the field name, data type, and any other relevant properties.

After setting up the custom field, save your changes. The custom field should now be integrated into the sales form, and you can start populating it with the necessary information. This enables you to tailor the sales form to your specific business needs, capturing and displaying the data that matters most to your workflow.

User Sonnyb
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