LeadDec is thrilled to unveil a powerful addition to your sales toolkit: Custom Fields for Opportunities. This feature allows you to tailor the LeadDec platform further to meet your unique business requirements, providing the ability to capture, organize, and view additional information that's crucial for your sales processes.
What’s New?
Tailored Data Capture: Just like with contacts, you can now add custom fields to opportunities, offering the flexibility to record vital business-specific information directly within your opportunities.
Organized for Efficiency: Group and categorize your custom fields into tailored folders, bringing unparalleled clarity and organization to your opportunities management.
Simplified Viewing: Access these custom fields and folders through the Opportunity Modal. Use the "Hide Empty Fields" option to keep opportunity cards clutter-free, displaying only the information that's relevant at a glance.
Enhanced User Experience: Enjoy a refreshed UI/UX in the Opportunity Modal, including streamlined Add Task and Add Note tabs, making your interaction with the platform smoother and more intuitive.
How to Access:
Discover the "Custom Fields for Opportunities" feature located within the Labs section of your Location Settings. Activating this feature is as straightforward as navigating to the "Labs" page under "Location Settings" and enabling it with a single click.
Getting Started:
Access Custom Fields: Head to the Labs section and activate the Custom Fields for Opportunities feature to begin tailoring your opportunities.
Create and Organize: Add new custom fields according to your business requirements. Group related fields into folders for efficient management and access.
Optimize Viewing: Utilize the Opportunity Modal to apply the "Hide Empty Fields" option, ensuring only relevant information is visible, reducing clutter and focusing on what matters most.
Experience the Upgrade: Notice the enhanced UI/UX in the Opportunity Modal, which now boasts an improved layout for adding tasks and notes, simplifying these actions and saving you time.
Why It Matters:
Understanding and managing your sales pipeline is crucial for business success. Custom Fields for Opportunities not only allows for a more personalized approach to handling prospects but also ensures team members have access to the specific information they need, when they need it. By refining how opportunities are viewed, organized, and managed, you're setting the stage for more informed decision-making and ultimately, a more effective sales strategy.
LeadDec is committed to continuously improving your experience and providing the tools necessary for your business's growth. Custom Fields for Opportunities is a testament to our dedication to your success, offering a customizable, efficient, and user-friendly way to manage your sales pipeline.
Dive into the enhanced possibilities with Custom Fields for Opportunities and reshape the way you manage sales at LeadDec.