# CRM - Custom Fields in the Funnel Opportunity

<figure><img src="/files/1270a5f813d6fd76812aba30ba55c1657b023b05" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="/files/5612a431103e1bbf4eb9bf39a2a59e18c55352f7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/1cc9d6ec7e16bb87f78a27a498035c92b55aac55" alt=""><figcaption></figcaption></figure>

Customize your settings

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

**"Field type":** Choose the option for how this field will be filled, 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's value.

**"Global":** If set to "YES", the field will be displayed in all pipelines.

**"Visible in":** Select the pipeline where the field will be displayed. If you need to display it in all pipelines, check the global option.

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

<figure><img src="/files/f89517dc551e984f467f20086415b02673c4eaca" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/145e1c44a4778e4647f9e044cde36d3ca09ea047" alt=""><figcaption></figcaption></figure>

Within the pipeline, click the name of the opportunity to which you want to add Custom Fields

<figure><img src="/files/dc6c002d2f4015e51437a33bbe8a6d11f8f3e2d8" alt=""><figcaption></figcaption></figure>

After performing the above procedure, click **"Add Section"**

<figure><img src="/files/03911d8fe6b52ccdb47a81ceb688fe7dc22d5fc0" 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="/files/c2ead77e3c18160895f760003c9f907c3841debc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2c83546be2606a54a29ac0c238a90ec63f1533d3" alt=""><figcaption></figcaption></figure>

Double-clicking the "Unfilled field" will show the option to edit and save

<figure><img src="/files/acf13996c6392799849d9a3c67f9e6746acaa660" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/e9295796382182cde5b7b614a3c6d9fd8ebd6c1a" alt=""><figcaption></figcaption></figure>

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