Deal fields

Deal fields let you track data that the built-in deal record doesn't cover: a contract number, a renewal date, a lead source. You define each field once in Settings, and from then on it appears on every deal so you can fill in a value per deal.

These are deal custom fields, defined under Data model → Deal fields in settings. They are separate from contact custom fields, which have their own settings page and don't appear on deals.

Adding a deal field

Open Deal Fields in settings and fill in the Add a deal field card, then click Add field. The card has the following inputs:

• Display name: the human-readable label shown on each deal (for example Contract value). Required.
• Field key: the stable internal identifier (for example contract_value). You type this yourself; it must start with a letter and contain only lowercase letters, digits, and underscores. Submitting an invalid key returns “Field key must be snake_case starting with a letter”.
• Field type: one of Text, Number, Date, Checkbox, Single-select, Multi-select, URL, or Email.
• Options (one per line): appears only for Single-select and Multi-select fields. Enter one choice per line.
• Display order: a whole number that controls where the field sits in the list (defaults to 0). Fields are shown in ascending display order, then alphabetically by display name.
• Help text (optional): a hint shown beneath the field input on the deal.

Three checkboxes set how the field behaves:

• Required: marks the field as required. On a deal, a required field shows a red asterisk next to its label.
• Show in list table: marks the field to surface in the deals list. The field's flags summary shows in table once this is set.
• Sensitive (PII): flags the field as holding personal data for compliance tracking.

Editing and removing fields

Every field you've added appears in the Defined fields table, which lists each field's display name, field key, type, and flags (shown as required · in table · sensitive, or a dash when none are set).

Use the pencil icon to open Edit deal field. You can change the display name, options (for select types), help text, and the three flags. The field key and type stay fixed. Saved changes apply to every deal that uses the field.

The trash icon removes a field after a confirmation prompt. Removal is a soft delete: the definition stops appearing in the add/edit form and on deals, but any values already entered are kept rather than erased.

Filling in fields on a deal

Defined fields appear in a Custom fields section of the deal's identity rail (behind the leading Details tab on a narrow panel). The section only shows when at least one deal field is defined; until then, add one from Data model → Deal fields.

Each field renders an input matched to its type: a text box for Text, URL, and Email; a number input; a date picker; a Yes/No checkbox; a dropdown for single-select; and a checkbox list for multi-select. Required fields show a red asterisk, and a help-text hint sits beneath any field that has one.

How values are validated

When you save a value, it's checked against the field's type. A number that isn't numeric, or a date not in YYYY-MM-DD form, is rejected with an inline error naming the problem. A single- or multi-select value that isn't one of the field's defined options is rejected the same way. Clearing a field, or saving it empty, removes the stored value rather than recording a blank.