CRM - Add Company Fields to the Opportunity

See how you can add the Company data related to your Lead into the Opportunity, making it visually easier for your strategy based on this 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 icon 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 Company-related fields will now be available in the Opportunity!