Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

Field Label- Custom Fields for Opportunities and Tasks

You are here:
< Back

To add additional custom fields to the main Opportunity and Task form please follow the steps below.

Steps for Opportunity:

  1. Click setting-opportunity-Field Label
  2. Customization can be configured in the last three rows (Custom fields 1, 2, 3)
  3. Click into the Display column and enter the custom field.
  4. Click into the checkbox to make sure the field is displayed.
  5. Go to the opportunity list and right click into any column and select “column chooser”
  6. Double click on the custom field and now the field will appear in the list