Assigning user-defined fields to opportunities helps organize your workflow.
To assign a User-Defined Field to an Opportunity, navigate to the menu item Opportunites > Opportunity Search. Select an opportunity by clicking on the title. Scroll down to Pipeline/User Defined-Fields, and select the pencil on paper icon.
A new window will appear, and it will include Pipeline Fields and User-Defined Fields. Navigate to the drop-down for User-Defined Fields. The fields that were previously created can be assigned to the opportunity.
Note: If there are any default values when the User-Defined Field was created, they will populate when this section is accessed.
After the User-Defined Fields are assigned, navigate back to the Opportunity Search by using the blue hyperlink located on the upper-left corner of the summary page.
Click the filter icon located to the right of the search bar, and scroll down to User-Defined Fields. Select the desired User-Defined Fields and Search.
All results will appear associated with the filtered User-Defined Fields.
User-Defined Fields can be assigned to other portions of the platform.