> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-custom-fields-in-the-funnel-opportunity.md).

# CRM - Custom Fields in the Funnel Opportunity

Customize the fields according to your company's strategy. At SprintHub, we provide the flexibility to create fields that precisely meet your needs.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FdKyBvrAqb7HlXPj3kBx7%2Fimage.png?alt=media&amp;token=9c757d9d-bc8c-461f-b454-e37a3afa42cd" alt=""><figcaption></figcaption></figure>

To create Custom Fields, follow the step-by-step below:

Regardless of the funnel you are in within the CRM, click the gear icon to access the settings

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FIlwTlki8yFYEiL2AyhEm%2Fimage.png?alt=media&amp;token=3e2ad154-ad3d-40d4-92b2-e8a8c3bfe86a" alt=""><figcaption></figcaption></figure>

After completing the step above, you can click the option **"Custom fields"** and then **"New field"**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FnfdcbSBw7WTK4zPCh3KB%2Fimage.png?alt=media&amp;token=a223ea13-b081-4f2a-9b17-dbd30d2b94ce" alt=""><figcaption></figcaption></figure>

Customize your settings

**"Field name":** Add the field name here (Required to create the field).

**"Field type":** Choose the option you want for this field, such as Text, Number, Date, Time, Date and time, List, and File (Required to create the field).

**"Default value":** Add the field's default value here; if no value is provided, we will assume this is the field value.

**"Global":** If "YES", the field will be displayed in all funnels.

**"View in":** Select the funnel where the field will be displayed. If you need it displayed in all funnels, mark the global option.

**"Required":** If marked as required, the user will be required to fill in this field.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FgUDlDV8QwG4mWmgSZf9j%2Fimage.png?alt=media&amp;token=cafc3c7f-2b0d-4b2c-b393-c0a50f8cc104" alt=""><figcaption></figcaption></figure>

If you have more "Custom Fields", you can filter them on the home screen using "Filter by Funnel"&#x20;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FUtRdCtgMtHiThHLzsPrm%2Fimage.png?alt=media&amp;token=0efd5954-d4eb-4613-b8a2-54da426faa2e" alt=""><figcaption></figcaption></figure>

Inside the funnel, click the name of the opportunity to which you want to add Custom Fields

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FHYEOVJLMkw69MAm43F5J%2Fimage.png?alt=media&amp;token=9a9b117b-352a-456a-8397-1df90908b4de" alt=""><figcaption></figcaption></figure>

After completing the procedure above, click on the **"Add Section"**

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FKvJ0qqmIFmKlbZ5OlQuf%2Fimage.png?alt=media&amp;token=8acb6f80-4dff-4572-8947-158bdd2138d9" alt=""><figcaption></figcaption></figure>

You will configure the name of the section you want to assign and add the "Custom Field" you registered. Finally, click "Save"

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FJ4m395LLLwRGzure6pK4%2Fimage.png?alt=media&amp;token=ee926e4c-d5da-42ba-bc1b-9e6aee97151a" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F73xZnuqwawMSEvvJpzxh%2Fimage.png?alt=media&amp;token=ad408976-a35a-4add-a58b-d3b7d588ccea" alt=""><figcaption></figcaption></figure>

By double-clicking the "Unfilled field", the option to edit and save will be shown

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FTXG2lfL47KYUnjj7zlG0%2Fimage.png?alt=media&amp;token=67e39163-66c5-4e1c-a80e-2df86acff6b0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrqCm6RH3ccBDswB0mTRq%2Fimage.png?alt=media&amp;token=4852d91e-0a1c-4170-8035-87b8eff2c465" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fvzq0UABmjQPcDk1agP0O%2Fimage.png?alt=media&amp;token=c8504331-bc19-486a-b2c9-a27496def71b" alt=""><figcaption></figcaption></figure>
