Clockwork CRMDocs

Custom properties

A custom property is a field you add to opportunities yourself, for anything the built-in fields do not cover. Opportunity properties are managed at Sales → Properties, and are separate from the properties on people and companies.

A property is collected on an opportunity only once it is attached to a pipeline or a stage. See Attaching properties to pipelines and stages.

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The property list

The list shows every opportunity property, arranged in property groups. The group decides which section a property appears in on the opportunity record and forms.

The opportunity property list, with properties arranged into groups

Action What it does
Click a group's name Opens the group, to rename it
Click a property Opens the property, to edit it
Drag a property Moves it up or down its group, or into another group
Drag a group Moves the group up or down
Bin icon on a property Deletes the property, after you confirm
Bin icon on a group Deletes the group, after you confirm. It appears only when the group holds no properties
Add Property Group Opens the form for a new group
Add Property Opens the form for a new property. It stays unavailable until at least one group exists

The new order is saved as soon as you drop a property or group, and applies to every user.

Adding a property group

  1. Select Add Property Group.
  2. Enter the Property Group Name, up to 100 characters. It is required.
  3. Select Save.

Adding a property

  1. Select Add Property.
  2. Fill in the property form, below.
  3. Select Save.
  4. Attach the property to a pipeline or a stage at Sales → Pipelines.

The property form is the same one used for contact properties:

Field What it does
Property Name The label users see on the record and the forms
Help Text Shown to users when they point at the property on a form
API Name The property's name in the API. Required, up to 100 characters, and must be unique
Required / Not Required When set to Required, the property must have a value before an opportunity can be saved into a stage that uses it
Property Type What kind of value the property holds
Type Specific Fields Extra settings for some types, such as the options for a Select
Property Group Details The group the property belongs to

See Custom properties for the limits on each field and how the type settings work.

The property types are Text, Multi Line, Number, Currency, Date, Email, Phone, Url, Checkbox, Radio, Select, Multiple Selection, User, Company and Person. See Property types for what users enter in each.

Attaching properties to pipelines and stages

Defining a property makes it available. Attaching it to a pipeline or a stage decides where it is collected. Each property can be attached once per pipeline: to the pipeline itself, or to one of its stages.

Attached to Where it appears
A pipeline On every opportunity in that pipeline, whatever stage it is in, under Pipeline Properties
A stage When an opportunity reaches that stage, and at every later stage, in a section named after the stage

Pipeline properties are chosen in the pipeline's Properties section, and stage properties with the Manage Properties button next to each stage. See Pipelines and stages.

A required property must be filled in before an opportunity can be added in, or moved into, a stage that uses it. Moving an opportunity forward several stages at once asks for the properties of each stage it passes.

Where properties appear

Once attached, a property appears:

  • on the Add Opportunity form, when the pipeline and stage are chosen
  • on the opportunity record, where you click a value to change it
  • on the Move and Move Stage forms
  • in Order By on the board, for the pipeline's own properties, except Multiple Selection properties

Every property, attached or not, can also be used as a filter and a column in Sales → Advanced Search.

Deleting a property or a group

  1. Point at the property or group and select the bin icon.
  2. Confirm the deletion.

A deleted property is removed from the property list and can no longer be attached to a pipeline or stage. A group can be deleted only when it is empty.

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