1. Click on CRM present in the left hand side navigation bar.



2. Click on settings icon present in the top right.



3. Click on "Add a field" button.



4. Click on the type of custom field, you would like to add.



5.Enter the "Custom Field" name and the possible values (comma separated format). Click on Save.



6. Click on the Yes/No link to disable/enable the custom field while adding a new deal.


7. Click on the edit icon to update the field and delete icon to delete it.

8. If the custom field is marked to "Show in Add New Dialog", it will appear while adding the new deal.