What custom fields can I add to deals for my specific business needs?
Heffl supports unlimited custom fields including text, numbers, dates, dropdowns, checkboxes, file uploads, and more. Create fields specific to your industry, products, or sales process requirements.
Complete customization to match your unique business requirements:
Field Types Available
- Text fields (single line and multi-line)
- Number fields (currency, percentage, quantity)
- Date and time fields
- Dropdown and multi-select lists
- Checkboxes and radio buttons
- File upload fields
- URL and email fields
- Rich text editors
Business-Specific Examples
- Real Estate: Property type, square footage, listing price, commission rate
- Software Sales: License type, user count, implementation timeline, technical requirements
- Manufacturing: Product specifications, delivery timeline, warranty terms, volume discounts
- Services: Project scope, resource requirements, delivery milestones, payment terms
Advanced Field Features
- Conditional field visibility based on other field values
- Required field validation
- Field dependencies and calculations
- Custom field grouping and sections
Integration Benefits
- Custom fields appear in quotes and documents
- Filter and search deals by custom criteria
- Reporting and analytics on custom data
- API access for custom integrations
