---
title: How to Assign a User-Defined Field to an Opportunity
description: Assigning user-defined fields to opportunities helps organize your workflow.
---

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# How to Assign a User-Defined Field to an Opportunity

## 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. 

 

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