How to Customize Opportunity Fields on Freshsales

1. Log in to Freshsales: Start by logging into your Freshsales account.

2. Navigate to Admin Settings: Click on your profile picture in the top right corner and select 'Admin Settings' from the dropdown menu.

3. Select 'Opportunity Fields': In the Admin Settings, find and click on 'Opportunity Fields'. This will take you to the customization page.

4. Add New Fields: To add a new field, click on the 'Add Field' button. You can choose the type of field you want to add (e.g., text, number, dropdown, etc.). Fill in the necessary details and save the field.

5. Edit Existing Fields: To edit an existing field, click on the field you want to modify. Make the necessary changes and save them.

6. Reorder Fields: You can reorder the fields by dragging and dropping them into the desired order.

7. Delete Fields: If you need to delete a field, click on the trash icon next to the field you want to remove.

8. Save Changes: After making all the necessary customizations, ensure you save your changes.

Tips for Customising Opportunity Fields

Use Descriptive Names: Ensure the field names are descriptive to avoid confusion.
Keep it Simple: Avoid adding too many fields which can clutter the interface and make it difficult to manage.
Regular Updates: Periodically review and update the fields to ensure they remain relevant to your business processes.

By following these steps, you can effectively customise the opportunity fields in Freshsales to better suit your business requirements.