# How to use Custom Fields for Opportunities

> Learn how to create, manage, and use custom fields in GHL Customer Care opportunities. Improve filtering, reporting, automation, and pipeline organization.

- Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/how-to-use-custom-fields-for-opportunities
- Section: Opportunities & Pipelines / Getting Started with Opportunities
- Reading time: 8 min
- Images: 17, each explained below
- Modified on Tue, 23 Sep, 2025 at 8:42 AM

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Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process. By creating, organizing, and applying custom fields, you can track details that matter most to your business—from sales deadlines and client preferences to budgets and lead sources. These fields also integrate seamlessly with filtering, reporting, and pipeline customization, helping your team focus on the right opportunities.

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**TABLE OF CONTENTS**

-   [What is Custom Fields for Opportunities?](#what-is-custom-fields-for-opportunities)
-   [Key Benefits of Custom Fields for Opportunities](#key-benefits-of-custom-fields-for-opportunities)
-   [How to Create and Manage Custom Fields](#how-to-create-and-manage-custom-fields)
-   [Creating New Custom Field](#creating-new-custom-field)
-   [Creating a Folder](#creating-a-folder)
-   [Managing Custom Fields](#managing-custom-fields)
-   [Using Custom Fields in Opportunities Dashboard](#using-custom-fields-in-opportunities-dashboard)
-   [Display Custom Fields on Opportunity Cards](#display-custom-fields-on-opportunity-cards)
-   [Frequently Asked Questions](#frequently-asked-questions)
-   [Related Articles](#related-articles)

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# **What is Custom Fields for Opportunities?**

Custom Fields for Opportunities allow you to add, manage, and organize additional data points in your sales pipeline beyond the default fields provided by GHL Customer Care. This feature ensures your pipeline reflects the unique aspects of your business process.

You can create text, dropdown, date, monetary, and other field types, categorize them into folders, and even hide empty fields for a cleaner view. These fields then become usable in filtering, reporting, and automation to streamline workflows.

---

# **Key Benefits of Custom Fields for Opportunities**

Custom Fields give you control over how you track and organize opportunities, making your CRM a more powerful tool.

-   **Personalization:** Capture information specific to your business, such as budget, preferences, or product details.

-   **Organization:** Group fields into folders and reorder them for easier data management.

-   **Efficiency:** Use the “hide empty fields” option to keep pipeline views clean and focused.

-   **Better Reporting:** Include custom fields in dashboards, widgets, and reports for deeper insights.

-   **Filtering Power:** Filter and sort opportunities by custom criteria to quickly prioritize leads.

-   **Automation:** Use custom fields in workflows, campaigns, and merge fields to save time.

---

# **How to Create and Manage Custom Fields**

Creating and managing custom fields ensures your team captures the right details for every opportunity.

### **Accessing Custom Fields**

There are two ways to reach the Custom Fields dashboard in GHL Customer Care. Both methods take you to the same place, so you can choose whichever is more convenient.

**Via Settings**

From your sub-account dashboard, open the **Settings** menu and scroll down to select **Custom Fields**. This will take you directly to the Custom Fields dashboard.

![Accessing Custom Fields (image 1 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054373293/original/1GqOozmZr8R05rcBS02bYcwmABW5_Kvg-g.png)

**Accessing Custom Fields (image 1 of 17)**

This screenshot appears in the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: From your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. This will take you directly to the Custom Fields dashboard. Immediately after, the guide continues: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.
- What to choose: From your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. This will take you directly to the Custom Fields dashboard.
- Controls: Via Settings, Settings, Custom Fields, Via Opportunity, Opportunities, Add/Manage Fields
- Next: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.

**Via Opportunity**

Inside the **Opportunities** section, select any existing opportunity and click **Add/Manage Fields**. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.

![Accessing Custom Fields (image 2 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054373315/original/GbQRrMA_9OgqCGYdKxEYDxnrdnGKI_MFTQ.png)

**Accessing Custom Fields (image 2 of 17)**

This screenshot appears in the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity. Immediately after, the guide continues: Creating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important….
- What to choose: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.
- Controls: Via Settings, Settings, Custom Fields, Via Opportunity, Opportunities, Add/Manage Fields
- Next: Creating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important information is always tracked.

---

## **Creating New Custom Field**

Creating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important information is always tracked.

### **Add Field**

Click the **\+ Add Field** button at the top right of the Custom Fields dashboard. This begins the process of creating a new custom field for opportunities or other objects.

![Add Field (image 3 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054374744/original/bS4xfntd-FcxoDXa0dTIyuGnQaFO1W7cJg.png)

**Add Field (image 3 of 17)**

This screenshot appears in the "Add Field" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Click the + Add Field button at the top right of the Custom Fields dashboard. This begins the process of creating a new custom field for opportunities or other objects. Immediately after, the guide continues: Select from various field types to match your data needs. Options include text inputs (single line, multi-line, list), values (number, phone, monetary), choices (dropdowns, radio, checkbox), date/time (date picker), and other inputs like….
- What to click: Click the + Add Field button at the top right of the Custom Fields dashboard. This begins the process of creating a new custom field for opportunities or other objects.
- Controls: + Add Field
- Next: Select from various field types to match your data needs. Options include text inputs (single line, multi-line, list), values (number, phone, monetary), choices (dropdowns, radio, checkbox), date/time (date picker), and other inputs like file upload or signature.

### **Choose Field Type**

Select from various field types to match your data needs. Options include **text inputs** (single line, multi-line, list), **values** (number, phone, monetary), **choices** (dropdowns, radio, checkbox), **date/time** (date picker), and **other inputs** like file upload or signature.

| 
**Field Type**

 | 

**Example Use Case**

 |
| --- | --- |
| 

**Single Line**

 | 

Enter the project name or client company name.

 |
| 

**Multi Line**

 | 

Add detailed notes about client requirements.

 |
| 

**Text Box List**

 | 

Track multiple product SKUs associated with an opportunity.

 |
| 

**Number**

 | 

Record a probability score for conversion (e.g., 80%).

 |
| 

**Phone**

 | 

Save an alternate decision-maker’s phone number.

 |
| 

**Monetary**

 | 

Store the client’s budget or estimated deal value.

 |
| 

**Dropdown (Single)**

 | 

Select the sales stage (e.g., Negotiation, Closing).

 |
| 

**Dropdown (Multiple)**

 | 

Mark all products/services a client is interested in.

 |
| 

**Radio Select**

 | 

Capture yes/no style responses like “Is Budget Approved?”.

 |
| 

**Checkbox**

 | 

Flag if contracts or compliance documents are required.

 |
| 

**Date Picker**

 | 

Track key dates like follow-up or projected close date.

 |
| 

**File Upload**

 | 

Attach proposal files or client RFP documents.

 |
| 

**Signature**

 | 

Collect signed approvals directly within the opportunity.

 |

After selecting the appropriate field type, click **Next** to continue setting up the custom field.

![Choose Field Type (image 4 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054375370/original/ZNUH2N7b69MRRigSqT6DyeW4Th65JVT_6Q.png)

**Choose Field Type (image 4 of 17)**

This screenshot appears in the "Choose Field Type" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: After selecting the appropriate field type, click Next to continue setting up the custom field. Immediately after, the guide continues: After naming your field, set the Object to Opportunity so the field applies specifically within opportunity records. Once all details are filled in, click Save to create the new custom field.
- What to fill in: After selecting the appropriate field type, click Next to continue setting up the custom field.
- Controls: text inputs, values, choices, date/time, other inputs, Field Type, Example Use Case, Single Line, Multi Line, Text Box List, Number, Phone
- Next: After naming your field, set the Object to Opportunity so the field applies specifically within opportunity records. Once all details are filled in, click Save to create the new custom field.

### **Assign to Opportunity**

After naming your field, set the **Object** to **Opportunity** so the field applies specifically within opportunity records. Once all details are filled in, click **Save** to create the new custom field.

**Other Fields**

-   **Name:** The display label for the custom field (e.g., “Client Budget”).
    
-   **Group:** Folder or category to organize the field under (e.g., “Budget Details”).
    
-   **Placeholder:** A hint text shown inside the field when it’s empty (e.g., “Enter estimated value”).
    
-   **Additional Preferences:** Advanced options for certain field types (e.g., default values, required toggle).
    

Click the **Save** button to finalize your new custom opportunity field. Once saved, the field becomes available for use across opportunity records in your pipeline.

**Tip:** If you mistakenly assign the field to **Contact** instead of **Opportunity**, it will only appear in contact records and won’t show in your pipeline opportunities.

![Assign to Opportunity (image 5 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054376449/original/j9cabOyyj4J9ACZ1y84ZRvvPHq5ZpQhTFQ.png)

**Assign to Opportunity (image 5 of 17)**

This screenshot appears in the "Assign to Opportunity" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Tip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your pipeline opportunities. Immediately after, the guide continues: Folders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside….
- What this covers: Tip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your pipeline opportunities.
- Controls: Object, Opportunity, Save, Other Fields, Contact
- Next: Folders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside opportunities.

Full procedure:

1. Name: The display label for the custom field (e.g., “Client Budget”).
2. Group: Folder or category to organize the field under (e.g., “Budget Details”).
3. Placeholder: A hint text shown inside the field when it’s empty (e.g., “Enter estimated value”).
4. Additional Preferences: Advanced options for certain field types (e.g., default values, required toggle).

---

## **Creating a Folder**

Folders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside opportunities.

### **Add Folder**

Click the **Add Folder** button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate.

### 

![Add Folder (image 6 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054379864/original/AW0ZEWgSObj4Qqb_E_jpxhiK2fEfGyts1Q.png)

**Add Folder (image 6 of 17)**

This screenshot appears in the "Add Folder" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Click the Add Folder button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate. Immediately after, the guide continues: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.
- What to click: Click the Add Folder button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate.
- Next: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.

### **Name the Folder**

Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.

### 

![Name the Folder (image 7 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054379921/original/LIt6RXEU7td8gNh9nD3aIBA72x15pLz5pw.png)

**Name the Folder (image 7 of 17)**

This screenshot appears in the "Name the Folder" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside. Immediately after, the guide continues: Choose Opportunity as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects.
- What to fill in: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.
- Next: Choose Opportunity as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects.

### **Select Object**

Choose **Opportunity** as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects.

Click **Save** after finalizing the folder name and object.

![Select Object (image 8 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054379944/original/WAQBiC9X50g1rf85uERvXNw4SQKH5ykh0A.png)

**Select Object (image 8 of 17)**

This screenshot appears in the "Select Object" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Click Save after finalizing the folder name and object. Immediately after, the guide continues: Once your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information.
- How to confirm: Click Save after finalizing the folder name and object.
- Controls: Opportunity, Save
- Next: Once your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information.

---

## **Managing Custom Fields**

Once your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information.

### **Filter by Object**

Use the dropdown at the top right to filter custom fields by **object type** (e.g., Opportunity, Contact, Company). Selecting **Opportunity** ensures you only see fields linked to opportunities, making it easier to focus on what’s relevant for pipeline tracking.

![Filter by Object (image 9 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054382831/original/mzo5MU_Qeyfhb1GhjAbeM-bpV-sZwRQl0w.png)

**Filter by Object (image 9 of 17)**

This screenshot appears in the "Filter by Object" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Use the dropdown at the top right to filter custom fields by object type (e.g., Opportunity, Contact, Company). Selecting Opportunity ensures you only see fields linked to opportunities, making it easier to focus on what’s relevant for pipeline tracking. Immediately after, the guide continues: Use the Group By dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a….
- What to fill in: Use the dropdown at the top right to filter custom fields by object type (e.g., Opportunity, Contact, Company). Selecting Opportunity ensures you only see fields linked to opportunities, making it easier to focus on what’s relevant for pipeline tracking.
- Controls: object type, Opportunity
- Next: Use the Group By dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a specific form.

### **Group by Folder**

Use the **Group By** dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a specific form.

![Group by Folder (image 10 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054383098/original/oJQwAGj8bvRdQfQ9kCSxC2ENRgcMt0GgCQ.png)

**Group by Folder (image 10 of 17)**

This screenshot appears in the "Group by Folder" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Use the Group By dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a specific form. Immediately after, the guide continues: Select multiple custom fields using the checkbox menu and use the Bulk Actions menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually.
- What to choose: Use the Group By dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a specific form.
- Controls: Group By
- Next: Select multiple custom fields using the checkbox menu and use the Bulk Actions menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually.

### **Bulk Actions**

Select multiple custom fields using the checkbox menu and use the **Bulk Actions** menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually.

![Bulk Actions (image 11 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054383273/original/-z9GcnpsgtJtCXrGEjrSEXLq2UuRXytvGQ.png)

**Bulk Actions (image 11 of 17)**

This screenshot appears in the "Bulk Actions" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Select multiple custom fields using the checkbox menu and use the Bulk Actions menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually. Immediately after, the guide continues: Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.
- What to choose: Select multiple custom fields using the checkbox menu and use the Bulk Actions menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually.
- Controls: Bulk Actions, Reorder Fields, hamburger icon
- Next: Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.

**Reorder Fields**

Use the drag-and-drop **hamburger icon** to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.

![Bulk Actions (image 12 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054379234/original/sU7SMNt7svHQQqdv0ccR0OSsu8UQBpz6Qg.gif)

**Bulk Actions (image 12 of 17)**

This animation appears in the "Bulk Actions" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity. Immediately after, the guide continues: Custom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier.
- What this covers: Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.
- Controls: Bulk Actions, Reorder Fields, hamburger icon
- Next: Custom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier.

---

# **Using Custom Fields in Opportunities Dashboard**

Custom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier.

### **Open Advanced Filters**

In the **Opportunities** view, click **Advanced Filters** to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields.

### 

![Open Advanced Filters (image 13 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054386664/original/m3QCoTo4lY8TTgO-6-4OyUOjZrGMXdKWKg.png)

**Open Advanced Filters (image 13 of 17)**

This screenshot appears in the "Open Advanced Filters" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: In the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields. Immediately after, the guide continues: Inside the filtering panel, scroll down to the Opportunities Custom Fields section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that….
- What to click: In the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields.
- Next: Inside the filtering panel, scroll down to the Opportunities Custom Fields section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that matters most to your pipeline.

### **Filter by Custom Fields**

Inside the filtering panel, scroll down to the **Opportunities Custom Fields** section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that matters most to your pipeline.

**Tip:** Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria.

![Filter by Custom Fields (image 14 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054386717/original/3iXwCA98Td7yCvpET2QOGedWZuO55nO_ow.png)

**Filter by Custom Fields (image 14 of 17)**

This screenshot appears in the "Filter by Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Tip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria. Immediately after, the guide continues: Custom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity.
- What this covers: Tip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria.
- Controls: Opportunities Custom Fields
- Next: Custom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity.

---

## **Display Custom Fields on Opportunity Cards**

Custom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity.

### **Open Manage Fields**

In the **Opportunities** view, click the **Manage Fields** button at the top right. This opens the customization panel, where you can adjust which details appear on opportunity cards. 

For adding custom fields, simply scroll down to the **Add Fields** section.

![Open Manage Fields (image 15 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054389290/original/fwI06PtRXIIDKl8fHgZFCkUuHc5cAalezA.png)

**Open Manage Fields (image 15 of 17)**

This screenshot appears in the "Open Manage Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: For adding custom fields, simply scroll down to the Add Fields section. Immediately after, the guide continues: Expand the Opportunity Details section under Add Fields and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client….
- What this covers: For adding custom fields, simply scroll down to the Add Fields section.
- Controls: Opportunities, Manage Fields, Add Fields
- Next: Expand the Opportunity Details section under Add Fields and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client preferences.

### **Add Custom Fields to Cards**

Expand the **Opportunity Details** section under **Add Fields** and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client preferences.

Once you’ve selected the custom fields you want, click the **Apply** button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections.

## 

![Add Custom Fields to Cards (image 16 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054393221/original/hbw0Ucm9KDvZwByBGaa-djBtGnYpkkJUfQ.png)

**Add Custom Fields to Cards (image 16 of 17)**

This screenshot appears in the "Add Custom Fields to Cards" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Once you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections. Immediately after, the guide continues: Inside any opportunity card, you’ll see the option to Hide Empty Fields at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters.
- What to click: Once you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections.
- Next: Inside any opportunity card, you’ll see the option to Hide Empty Fields at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters.

### **Hide Empty Fields**

Inside any opportunity card, you’ll see the option to **Hide Empty Fields** at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters.

This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity.

![Hide Empty Fields (image 17 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054394452/original/PoC7GGDak7xaSdGLx5TE-tJjSV59aE1SDw.png)

**Hide Empty Fields (image 17 of 17)**

This screenshot appears in the "Hide Empty Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity. Immediately after, the guide continues: Q: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account?
- What this covers: This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity.
- Controls: Hide Empty Fields
- Next: Q: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account?

---

# **Frequently Asked Questions**

**Q: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account?**

No. Changes made in the **Manage Fields** panel apply only to your personal view of opportunity cards. Other users in the same sub-account will still see their own customized layouts unless they make adjustments themselves. This allows each user to display the fields most relevant to their role.

**Q: What happens to existing data if I delete an opportunity custom field?**

Deleting a custom field permanently removes the field and any data stored in it from all opportunities. This action cannot be undone. If you only want to hide a field without losing data, consider moving it into a folder or using the “Hide Empty Fields” option instead of deleting.

**Q: Can all custom field types be used for filtering opportunities?**

No. While most opportunity custom fields (such as dropdowns, numbers, dates, and text fields) can be used in filtering, certain field types like **File Upload** and **Signature** cannot be filtered. These fields still appear in opportunity records but won’t be available in the Advanced Filters panel.

**Q: How can I use opportunity custom fields in automations or workflows?**

Opportunity custom fields can be used as triggers, conditions, or actions in workflows. For example, you could:

-   Update a custom field automatically (e.g., increase “Likelihood of Conversion” based on lead activity).
    
-   Send personalized messages using merge fields that pull in opportunity custom field data.
    
-   Create rules that move opportunities to a new stage when a custom field meets specific criteria.
    
    This integration ensures your custom data isn’t just stored—it actively drives automation in your pipeline.
    

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## **Related Articles**

-   ### [Customize Opportunity Cards in Board View](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/customize-opportunity-cards-in-board-view)
    
-   ### [Opportunities - FAQs](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/opportunities-faqs)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com