Here’s how you can add your custom fields on the Opportunity Close form!!
It ends up being a Quick Create form instead of a modal dialog box. Let’s look at how we can enable this simple setting.
App Settings in Sales Hub
Here’s how you can enable having custom field on the Opportunity Closing form –
- Navigate to the SiteMap where you can change the area to App Settings.
- Then, navigate to Leads + Opportunity management and look for Opportunity Closing sub-menu. There’s you’ll find the option about Opportunity Closing.
- When this is turned OFF, you’ll see the usual Opportunity Closing form as below –
And using the close buttons will show you the usual Opportunity Close form.
- You can turn this setting ON.
Adding Custom fields to Closing Opportunity form
Here’s how you can now add customer fields to the Opportunity Closing form once you’ve turned this setting ON in the App Settings area.
- You can look for the Opportunity Close Quick Create Form in the Customization.
- Then, navigate to the Opportunity Close Quick Create form.
- In the Opportunity Close form, you can then add your custom fields you might have created in the Fields of Opportunity Close entity.
And when you Close the Opportunity, you’ll see a Quick Create form instead of the usual modal dialog box.
- So, you can just Save and Close like a usual record and the Opportunity itself will be closed.
Hope this was useful!
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