How To Create Custom Opportunity Fields

Purpose:

The purpose of this article is to provide information to Outreach users regarding custom Opportunity fields in Outreach.

Intended Audience

• Outreach Users

Notes: 

• Outreach recommends clearly labeling custom fields to ensure users are importing the correct information into the correct fields. 
• Named custom fields also appear as a named field on the Prospect record and within the Salesforce plugin field mappings on the lead and the contact objects. 
• Custom fields have a character limitation of 30K. 

How To Create Custom Opportunity Fields:

1. Access the Outreach Platform.
2. Click the user's initials on the bottom left corner of the navigation sidebar.
3. Click Opportunity under the System Config section in the Settings panel.
4. Review and update the fields as applicable.
   Note: Outreach recommends clearly labeling custom fields.
5. Click Save.
   
   Once a custom field label has been entered and saved, that field will be available in the Opportunity settings.

Additional Resources: 

Opportunities Overview

How To Map Fields