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How to use Custom Fields for Opportunities

Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process. By creating, organizing, and applying custom fields, you can track details that matter most to your business—from sales deadlines and clien

Last updated: May 26, 2026


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On this page

  • What is Custom Fields for Opportunities?
  • Key Benefits of Custom Fields for Opportunities
  • How to Create and Manage Custom Fields
  • Accessing Custom Fields
  • Creating New Custom Field
  • Add Field
  • Choose Field Type
  • Assign to Opportunity
  • Creating a Folder
  • Add Folder
  • Name the Folder
  • Select Object
  • Managing Custom Fields
  • Filter by Object
  • Group by Folder
  • Bulk Actions
  • Using Custom Fields in Opportunities Dashboard
  • Open Advanced Filters
  • Filter by Custom Fields
  • Display Custom Fields on Opportunity Cards
  • Open Manage Fields
  • Add Custom Fields to Cards
  • Hide Empty Fields
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Understanding Pipelines
  • Understanding Opportunities in Bizura
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide to Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • How to Filter Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities For The Same Person In The Same Pipeline
  • Opportunities - FAQs
  • How to Color-Code Opportunity Pipelines (Smart Tags)
  • How to Manage Pipeline Permissions
  • Understanding The Create New Opportunity Toggle
  • How to Duplicate & Copy Pipelines to Sub-Account(s)
  • Use Kanban View in Opportunities
  • Opportunity Forecasting in Bizura
  • Smart Lists in Opportunities
  • How to Customize Pipeline Stage Colors in Opportunities
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
  • How to Use Opportunity Notes?
  • Add Prospects to a Pipeline from the Prospecting Tool
  • Bulk Edit Opportunities

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