How to use Custom Fields for Opportunities

Learn how to create, manage, and use custom fields in GHL Customer Care opportunities. Improve filtering, reporting, automation, and pipeline organization.

8 min read1,795 words17 explained imagesUpdated Tue, 23 Sep, 2025 at 8:42 AM

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Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process. By creating, organizing, and applying custom fields, you can track details that matter most to your business—from sales deadlines and client preferences to budgets and lead sources. These fields also integrate seamlessly with filtering, reporting, and pipeline customization, helping your team focus on the right opportunities.

TABLE OF CONTENTS

What is Custom Fields for Opportunities?
Key Benefits of Custom Fields for Opportunities
How to Create and Manage Custom Fields
Creating New Custom Field
Creating a Folder
Managing Custom Fields
Using Custom Fields in Opportunities Dashboard
Display Custom Fields on Opportunity Cards
Frequently Asked Questions
Related Articles

What is Custom Fields for Opportunities?

Custom Fields for Opportunities allow you to add, manage, and organize additional data points in your sales pipeline beyond the default fields provided by GHL Customer Care. This feature ensures your pipeline reflects the unique aspects of your business process.

You can create text, dropdown, date, monetary, and other field types, categorize them into folders, and even hide empty fields for a cleaner view. These fields then become usable in filtering, reporting, and automation to streamline workflows.

Key Benefits of Custom Fields for Opportunities

Custom Fields give you control over how you track and organize opportunities, making your CRM a more powerful tool.

Personalization: Capture information specific to your business, such as budget, preferences, or product details.

Organization: Group fields into folders and reorder them for easier data management.

Efficiency: Use the “hide empty fields” option to keep pipeline views clean and focused.

Better Reporting: Include custom fields in dashboards, widgets, and reports for deeper insights.

Filtering Power: Filter and sort opportunities by custom criteria to quickly prioritize leads.

Automation: Use custom fields in workflows, campaigns, and merge fields to save time.

How to Create and Manage Custom Fields

Creating and managing custom fields ensures your team captures the right details for every opportunity.

Accessing Custom Fields

There are two ways to reach the Custom Fields dashboard in GHL Customer Care. Both methods take you to the same place, so you can choose whichever is more convenient.

Via Settings

From your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. This will take you directly to the Custom Fields dashboard.

Accessing Custom Fields (image 1 of 17) What this shows From your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. What this shows Illustrates the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: From your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. This will take you directly to the Custom Fields dashboard. Immediately after, the guide continues: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity. Image 1 of 17 What to chooseFrom your sub-account dashboard, open the Settings menu and scroll down to select Custom Fields. This will take you directly to the Custom Fields dashboard.
Buttons and menus referenced Via SettingsSettingsCustom FieldsVia OpportunityOpportunitiesAdd/Manage Fields
Next stepInside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.

Via Opportunity

Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.

Accessing Custom Fields (image 2 of 17) What this shows Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. What this shows Illustrates the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Accessing Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Inside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity. Immediately after, the guide continues: Creating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important…. Image 2 of 17 What to chooseInside the Opportunities section, select any existing opportunity and click Add/Manage Fields. This shortcut redirects you to the same Custom Fields dashboard, making it quick to edit while reviewing an opportunity.
Buttons and menus referenced Via SettingsSettingsCustom FieldsVia OpportunityOpportunitiesAdd/Manage Fields
Next stepCreating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important information is always tracked.

Creating New Custom Field

Creating custom fields allows you to capture details unique to your sales process directly within opportunities. From client budgets to follow-up dates, these fields give you the flexibility to customize your pipeline and ensure important information is always tracked.

Add Field

Click the + Add Field button at the top right of the Custom Fields dashboard. This begins the process of creating a new custom field for opportunities or other objects.

Choose Field Type

Select from various field types to match your data needs. Options include text inputs (single line, multi-line, list), values (number, phone, monetary), choices (dropdowns, radio, checkbox), date/time (date picker), and other inputs like file upload or signature.

Field Type	Example Use Case
Single Line	Enter the project name or client company name.
Multi Line	Add detailed notes about client requirements.
Text Box List	Track multiple product SKUs associated with an opportunity.
Number	Record a probability score for conversion (e.g., 80%).
Phone	Save an alternate decision-maker’s phone number.
Monetary	Store the client’s budget or estimated deal value.
Dropdown (Single)	Select the sales stage (e.g., Negotiation, Closing).
Dropdown (Multiple)	Mark all products/services a client is interested in.
Radio Select	Capture yes/no style responses like “Is Budget Approved?”.
Checkbox	Flag if contracts or compliance documents are required.
Date Picker	Track key dates like follow-up or projected close date.
File Upload	Attach proposal files or client RFP documents.
Signature	Collect signed approvals directly within the opportunity.

After selecting the appropriate field type, click Next to continue setting up the custom field.

Choose Field Type (image 4 of 17) What this shows After selecting the appropriate field type, click Next to continue setting up the custom field. What this shows Illustrates the "Choose Field Type" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Choose Field Type" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: After selecting the appropriate field type, click Next to continue setting up the custom field. Immediately after, the guide continues: After naming your field, set the Object to Opportunity so the field applies specifically within opportunity records. Once all details are filled in, click Save to create the new custom field. Image 4 of 17 What to fill inAfter selecting the appropriate field type, click Next to continue setting up the custom field.
Buttons and menus referenced text inputsvalueschoicesdate/timeother inputsField TypeExample Use CaseSingle LineMulti LineText Box ListNumberPhone
Next stepAfter naming your field, set the Object to Opportunity so the field applies specifically within opportunity records. Once all details are filled in, click Save to create the new custom field.

Assign to Opportunity

After naming your field, set the Object to Opportunity so the field applies specifically within opportunity records. Once all details are filled in, click Save to create the new custom field.

Other Fields

Name: The display label for the custom field (e.g., “Client Budget”).
Group: Folder or category to organize the field under (e.g., “Budget Details”).
Placeholder: A hint text shown inside the field when it’s empty (e.g., “Enter estimated value”).
Additional Preferences: Advanced options for certain field types (e.g., default values, required toggle).

Click the Save button to finalize your new custom opportunity field. Once saved, the field becomes available for use across opportunity records in your pipeline.

Tip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your pipeline opportunities.

Assign to Opportunity (image 5 of 17) What this shows Tip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your… What this shows Illustrates the "Assign to Opportunity" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Assign to Opportunity" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Tip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your pipeline opportunities. Immediately after, the guide continues: Folders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside…. Image 5 of 17 What this coversTip: If you mistakenly assign the field to Contact instead of Opportunity, it will only appear in contact records and won’t show in your pipeline opportunities.
Buttons and menus referenced ObjectOpportunitySaveOther FieldsContact
Next stepFolders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside opportunities.

All 4 steps in this procedure

Name: The display label for the custom field (e.g., “Client Budget”).
Group: Folder or category to organize the field under (e.g., “Budget Details”).
Placeholder: A hint text shown inside the field when it’s empty (e.g., “Enter estimated value”).
Additional Preferences: Advanced options for certain field types (e.g., default values, required toggle).

Creating a Folder

Folders make it easy to organize multiple custom fields into logical groups. By creating folders, you can keep related fields together, reduce clutter, and make it simpler for your team to find and update the right information inside opportunities.

Add Folder

Click the Add Folder button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate.

Add Folder (image 6 of 17) What this shows Click the Add Folder button at the top right of the Custom Fields dashboard. What this shows Illustrates the "Add Folder" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Add Folder" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Click the Add Folder button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate. Immediately after, the guide continues: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside. Image 6 of 17 What to clickClick the Add Folder button at the top right of the Custom Fields dashboard. Folders help you organize related fields, making them easier to manage and locate. Next stepEnter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.

Name the Folder

Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside.

Name the Folder (image 7 of 17) What this shows Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). What this shows Illustrates the "Name the Folder" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Name the Folder" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Enter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside. Immediately after, the guide continues: Choose Opportunity as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects. Image 7 of 17 What to fill inEnter a descriptive name for your folder (e.g., “Budget Details” or “Product Info”). A clear name ensures your team knows exactly what type of fields belong inside. Next stepChoose Opportunity as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects.

Select Object

Choose Opportunity as the object so the folder applies specifically to opportunity records. This ensures all fields created under this folder appear in opportunities rather than contacts or other objects.

Click Save after finalizing the folder name and object.

Select Object (image 8 of 17) What this shows Click Save after finalizing the folder name and object. What this shows Illustrates the "Select Object" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Select Object" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Click Save after finalizing the folder name and object. Immediately after, the guide continues: Once your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information. Image 8 of 17 How to confirmClick Save after finalizing the folder name and object.
Buttons and menus referenced OpportunitySave
Next stepOnce your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information.

Managing Custom Fields

Once your custom fields and folders are created, you can manage them effectively by reordering, filtering, grouping, or deleting. These tools help keep your opportunities organized and make it easier to find the right information.

Filter by Object

Use the dropdown at the top right to filter custom fields by object type (e.g., Opportunity, Contact, Company). Selecting Opportunity ensures you only see fields linked to opportunities, making it easier to focus on what’s relevant for pipeline tracking.

Group by Folder

Use the Group By dropdown to organize custom fields by folder or category. This makes it easier to view fields based on context—for example, grouping all budget-related fields under “Opportunity Details” or all client inputs under a specific form.

Bulk Actions

Select multiple custom fields using the checkbox menu and use the Bulk Actions menu to edit, delete, or move them into a different folder. This saves time when managing several fields at once instead of adjusting them individually.

Reorder Fields

Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.

Bulk Actions (image 12 of 17) What this shows Use the drag-and-drop hamburger icon to move custom fields up or down in the list. What this shows Illustrates the "Bulk Actions" section of "How to use Custom Fields for Opportunities". This animation appears in the "Bulk Actions" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Use the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity. Immediately after, the guide continues: Custom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier. Image 12 of 17 What this coversUse the drag-and-drop hamburger icon to move custom fields up or down in the list. This allows you to control the order in which fields appear when creating or editing an opportunity.
Buttons and menus referenced Bulk ActionsReorder Fieldshamburger icon
Next stepCustom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier.

Using Custom Fields in Opportunities Dashboard

Custom Fields are more than just data. they integrate into filtering, reporting, and pipeline views to make sales management easier.

Open Advanced Filters

In the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields.

Open Advanced Filters (image 13 of 17) What this shows In the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. What this shows Illustrates the "Open Advanced Filters" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Open Advanced Filters" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: In the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields. Immediately after, the guide continues: Inside the filtering panel, scroll down to the Opportunities Custom Fields section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that…. Image 13 of 17 What to clickIn the Opportunities view, click Advanced Filters to start applying custom filters to your pipeline. This opens the filtering panel where you can refine results using both standard fields and your custom opportunity fields. Next stepInside the filtering panel, scroll down to the Opportunities Custom Fields section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that matters most to your pipeline.

Filter by Custom Fields

Inside the filtering panel, scroll down to the Opportunities Custom Fields section. This area displays all the opportunity custom fields you’ve created, both existing and newly added so you can filter records based on the data that matters most to your pipeline.

Tip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria.

Filter by Custom Fields (image 14 of 17) What this shows Tip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria. What this shows Illustrates the "Filter by Custom Fields" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Filter by Custom Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Tip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria. Immediately after, the guide continues: Custom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity. Image 14 of 17 What this coversTip: Combine multiple custom field filters to build precise views, such as identifying high-value leads that also meet specific qualification criteria.
Buttons and menus referenced Opportunities Custom Fields
Next stepCustom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity.

Display Custom Fields on Opportunity Cards

Custom fields don’t just live inside the opportunity record, you can also make them visible on the pipeline cards. This ensures important details are available at a glance, helping your team work faster without opening each opportunity.

Open Manage Fields

In the Opportunities view, click the Manage Fields button at the top right. This opens the customization panel, where you can adjust which details appear on opportunity cards.

For adding custom fields, simply scroll down to the Add Fields section.

Open Manage Fields (image 15 of 17) What this shows For adding custom fields, simply scroll down to the Add Fields section. What this shows Illustrates the "Open Manage Fields" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Open Manage Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: For adding custom fields, simply scroll down to the Add Fields section. Immediately after, the guide continues: Expand the Opportunity Details section under Add Fields and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client…. Image 15 of 17 What this coversFor adding custom fields, simply scroll down to the Add Fields section.
Buttons and menus referenced OpportunitiesManage FieldsAdd Fields
Next stepExpand the Opportunity Details section under Add Fields and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client preferences.

Add Custom Fields to Cards

Expand the Opportunity Details section under Add Fields and check the custom fields you want to add. These fields will now appear directly on the card, giving you quick visibility into information like budgets, task types, or client preferences.

Once you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections.

Add Custom Fields to Cards (image 16 of 17) What this shows Once you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. What this shows Illustrates the "Add Custom Fields to Cards" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Add Custom Fields to Cards" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: Once you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections. Immediately after, the guide continues: Inside any opportunity card, you’ll see the option to Hide Empty Fields at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters. Image 16 of 17 What to clickOnce you’ve selected the custom fields you want, click the Apply button at the bottom of the panel. Your opportunity cards will instantly update to reflect the new field selections. Next stepInside any opportunity card, you’ll see the option to Hide Empty Fields at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters.

Hide Empty Fields

Inside any opportunity card, you’ll see the option to Hide Empty Fields at the top. Enabling this keeps your view clean by showing only fields with values, so you can focus on the information that actually matters.

This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity.

Hide Empty Fields (image 17 of 17) What this shows This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity. What this shows Illustrates the "Hide Empty Fields" section of "How to use Custom Fields for Opportunities". This screenshot appears in the "Hide Empty Fields" section of "How to use Custom Fields for Opportunities". The text alongside this image reads: This is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity. Immediately after, the guide continues: Q: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account? Image 17 of 17 What this coversThis is especially helpful if you use many custom fields but only need to review the ones actively filled out for each opportunity.
Buttons and menus referenced Hide Empty Fields
Next stepQ: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account?

Frequently Asked Questions

Q: If I add or remove custom fields from the Opportunity card using the “Manage Fields” option, will this change apply to all users in the account?

No. Changes made in the Manage Fields panel apply only to your personal view of opportunity cards. Other users in the same sub-account will still see their own customized layouts unless they make adjustments themselves. This allows each user to display the fields most relevant to their role.

Q: What happens to existing data if I delete an opportunity custom field?

Deleting a custom field permanently removes the field and any data stored in it from all opportunities. This action cannot be undone. If you only want to hide a field without losing data, consider moving it into a folder or using the “Hide Empty Fields” option instead of deleting.

Q: Can all custom field types be used for filtering opportunities?

No. While most opportunity custom fields (such as dropdowns, numbers, dates, and text fields) can be used in filtering, certain field types like File Upload and Signature cannot be filtered. These fields still appear in opportunity records but won’t be available in the Advanced Filters panel.

Q: How can I use opportunity custom fields in automations or workflows?

Opportunity custom fields can be used as triggers, conditions, or actions in workflows. For example, you could:

Update a custom field automatically (e.g., increase “Likelihood of Conversion” based on lead activity).
Send personalized messages using merge fields that pull in opportunity custom field data.
Create rules that move opportunities to a new stage when a custom field meets specific criteria.
This integration ensures your custom data isn’t just stored—it actively drives automation in your pipeline.

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How to use Custom Fields for Opportunities

What is Custom Fields for Opportunities?

Key Benefits of Custom Fields for Opportunities