Personalisation: custom fields and stages

Every business is different. You can shape Flowdeal around your own needs: capture the data that matters to you with custom fields, and customise your views.

Creating a custom field

1. Open Settings → Fields.
2. Choose which module you're adding a field to (e.g. Deal or Contact).
3. Enter the field's name and type (text, number, date, dropdown, etc.).
4. Save it, and the field appears instantly on the relevant forms.

Views and filters

In your lists you can set filters (e.g. only your own open deals) and save them as quick-access views. That way the data that's relevant to you is always front and centre.