CRM - Add Company fields to the Opportunity

See how it is possible to insert into the Opportunity the data of the Company related to your Lead. So that it becomes visually easier for your strategy based on that information.

Follow the steps below to insert the field:

1. Insert the Field;

• Go to the CRM via “Find Services”. Or just type the name, and the function appears.

• Open an Opportunity card by clicking on the title;

1. Configure and Save;

• In “General”, click the gear and then “Edit/Remove”;

• In “Add Section” click “+ “add field” and choose the Company fields;

• In “General” click the ✔️ symbol

And that's it, the fields related to the Company will now be available in the Opportunity!