Custom Fields allow you to track additional information specific to your organization’s capture and proposal process. These fields can be added to your Opportunity Summary and applied across your entire Pipeline.
Custom Fields can be used to track information such as:
Capture color rating
Contract vehicle eligibility
Customer relationship strength
Pricing strategy
Internal review status
Any organization-specific capture data
Managing Custom Fields (Summary Template)
Custom Fields are managed through the Summary Template editor, which controls the layout and fields available across all Opportunities in your Pipeline.
Step 1: Open the Summary Template Editor
Open any Opportunity
Navigate to the Summary tab
Click Edit summary template in the upper right
This will enable edit mode for the Opportunity Summary layout.
Step 2: Edit the Custom Fields Section
Locate the Custom Fields section and click Edit
This opens the Section Editor.
Step 3: Add a New Custom Field
Click Add field
Enter the name of your new field.
If the field does not exist, click:
Click here to create "[Field Name]" as a new field
Step 4: Select the Field Type
Choose the appropriate field type based on the data you want to capture.
Available field types include:
Dropdown
Text
Long Text
Number
Currency
Percent
Date
Location
Click Add field to save the new Custom Field.
Step 5: Edit or Remove Custom Fields
Within the Section Editor, you can:
Click Edit options to modify dropdown values
Click Remove to delete a field from the section
Drag and drop fields to rearrange their position
You can also rearrange entire sections using the drag handles.
Step 6: Exit Edit Mode
Once finished, click Exit edit mode
Your changes will apply to all Opportunities in the Pipeline.
Viewing and Using Custom Fields
Once created, Custom Fields appear in the Opportunity Summary.
Users can enter and update values directly within the Opportunity.
Legacy Summary View: Adding Custom Fields
If using the Legacy Summary layout, Custom Fields can be added directly from the Opportunity Summary.
To add a Custom Field:
Open an Opportunity
Navigate to the Summary tab
Click Add Custom Field
Enter Field Details
Provide:
Field Name
Field Type
Available types include:
Text
Number
Currency
Percent
Date
Click Save to create the field.
Editing or Deleting Custom Fields
To modify or remove a Custom Field:
Open the Summary Template editor
Locate the Custom Field
Click Edit options to modify
Click Remove to delete
Changes apply across all Opportunities using the same Pipeline template.
Important Notes
Custom Fields are Pipeline-specific
Changes affect all Opportunities within that Pipeline
Removing a field removes its values from Opportunities
Only users with appropriate permissions can modify Summary Templates
Best Practices
Use Custom Fields to standardize capture tracking across your organization.
Common examples include:
Capture Phase Gate status
Customer relationship score
Contract vehicle eligibility
Proposal readiness level
Strategic priority rating
Standardized fields improve reporting, pipeline visibility, and capture management consistency.