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4. Select the following stages from the dropdown (note, your stage values may be
different)
a. 02-Received RFP
b. 03-Submitted RFQ
c. 06-Submitted RFP
d. 07-Shortlisted
e. 10-Closed Won
f. 11-Closed Lost
5. Select Save

Custom Fields in the Opportunity Record
An Administrator can add Custom Fields to several areas of the CRM, such as Projects,
Opportunities, Contacts, and Companies.

You can add up to 5 of each custom field type for Projects, Contacts, and Companies, with
up to 200 for Opportunities.

Custom Field Types include:

• Checkbox – Add a checkbox with description text
• Currency - Any whole-number dollar value formatted as dollars and cents (for
example, 1000=$1,000.00)
• Date - Entered as mm/dd/yyyy (or dependent on date localization settings)
• Hyperlink
• Number - Numbers of any size, formatted with commas
• Percentage - Any whole number from 0 to 100
• Rich Text - Large text field holding over 15,000 characters, including spaces
• Short Text - Small text field holding up to 50 characters, including spaces
• Value List - A list of single-select customizable values to be selected from a drop-
down list.

Here are a few important procedures to note:

1. You cannot change the field type of a custom field once it has been created.
2. You cannot delete a custom field. You can only remove it and delete all data
being held in that field.
3. Custom Value Lists are single-select only. If you need an additional multi-select
Value List, review your current lists and see if you can re-purpose one you are
not using or switch data around to free up a multi-select list.

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