FAQ & videos

Is it possible to have custom fields common to all opportunities ?


* You must be an administrator of your CentrixOne account. *

  1. Click on a random opportunity
  2. Click on the “Profiling” tab
  3. Click on the three small dots appearing in the upper right of the “Profiling” interface
  4. Click on “Add a field”

Note that the custom fields located at the bottom of the tab are specific to product types. For example, if you have created custom fields for product type A, they will only be visible if you select product type A.

(Changes made in custom fields apply to all opportunities and to all users.)

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