How can I add data fields to an add deal, contact, or product modal?

To add a custom field to your add deal, contact or product modal, go to Company settings > Data fields and select the tab of the entity you want to add the field to.

tip

Note: This action is only available to admin users.

You can then click on the data field you want to update its “Places where shown (Field features)” entity's properties.

For example, if you want to add a person custom field to the add deal, add organization or add person modal, you can go to the “Person“ tab and click on the custom field you want to include.

For organization fields, you will have the option to add it to the add deal or add person modal.

Once the option has been selected, it will now show up in the Add deal or Add person modal.

Which fields can I add?

The ability to add a data field to an Add item modal will depend on what kind of field you are trying to add and where you are trying to add it.

	Add deal prompt	Add person prompt	Add organization prompt	Add product prompt
deal data field	✔️
Person data field	✔️	✔️
Organization data field	✔️	✔️	✔️
Product data field				✔️