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Custom Fields In Opportunities

August 11, 20232 min read

There's a new update - Custom Fields in Opportunities!

Our Opportunities feature just got a boost with the introduction of custom fields. Now, you can capture and organize all the extra information your business needs in a way that suits you best.

Get ready to unleash your creativity because customizing fields for opportunities is as easy as pie! Just like with contacts, you can now enjoy the flexibility and convenience of tailoring fields to your unique requirements. It's time to take control of your opportunities like a pro.


But wait, there's more! To keep things super organized, we've introduced custom folders for your custom fields. It's like having virtual file cabinets to neatly categorize and group your fields based on different aspects of your process. Say goodbye to chaos and hello to streamline organization!


Oh, and get this: you can now customize the visibility of your opportunity cards with the "Hide Empty Fields: option. That means you can focus on the important stuff and keep your cards clean and clutter-free. Talk about a total game changer!


We couldn't stop there, the Opportunity Modal got a fancy makeover, complete with a refreshed UI/UX that'll make you feel like a rockstar. And as if that wasn't enough, we've added a brand-new Task Tab and Note section to supercharge your workflow and keep everything in one place. How cool is that?

In other words:

Custom Fields for Opportunities: Now you can capture and organize additional information specific to your business needs, Create custom fields effortlessly and enjoy the same flexibility you have with contacts. It's all about tailoring your pipeline to perfection!

Custom Folders for Ultimate Organization: We understand the importance of keeping things neat and tidy. That's why we've introduced custom folders for your opportunity custom fields. Categorize and group them based on different aspects of your process. Get ready to conquer organization like never before!

Hide Empty Fields Option: Declutter your opportunity cards and focus on what matters most. With the "Hide Empty Fields" option, you can choose to showcase only the fields that are relevant to each opportunity. Say goodbye to information overload and hello to a streamlined view!

Revamped UI/UX for the Opportunity Modal: We've given it a fresh new look and enhanced user experience, making managing your pipeline a breeze.

Task Tab and Note Section: Stay on top of your game with our brand-new Task Tab and Note section. Keep everything organized and within reach, making your workflow smoother than ever.

So what are you waiting for? It's time to dive into the upgraded features, unleash your opportunities' full potential, and conquer the pipeline like a true champion!

updatesoftware updateopportunitiescustom fieldspipelines
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Stephanie Blair

Along with fielding client inquiries and software technical support questions, I help our clients build tools to increase their sales. My ability to ask the right questions helps narrow down exactly what they need. Together we strategize on the projects, software, and support customized to their needs. For some, it could be our fully functional CRM with a marketing and workflow builder. The client package I create is designed to streamline communication with each of their customers and prospects to easily share their message and scale their sales. In some cases, clients look to me to build out a personalized webinar, start to finish. The result is a complete plug-and-play package that can be used to successfully launch their newest product or service. Adding to our ever-expanding list of client offerings, I have recently developed a complete Platform Certification Program to help teach entrepreneurs, OBM's, virtual assistants, and more how to develop critical knowledge about our platform so they can build their own business helping clients in the software.

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Are you technologically stuck...

and you're not sure how to fix it?

We were there too!

Duct taping together a variety of software tools, praying that each wouldn't randomly break everything! Worse yet, trying to learn all those programs and pay for all those programs. What a waste of time and money!

In 2019, our CEO Melissa Blair began working with a talented team of programmers to build the Cultivating Sales PRO Platform to solve this very problem. First, she used it to automate and grow her company and then started teaching countless coaches, consultants, and advisors how to use it to grow their businesses too.

We invite you to poke around the website and if you find that you're intrigued with this concept of streamlining your sales and marketing tools, book an exploration meeting with someone from our team. This is not a sales meeting. We truly want to understand your business and see if this is right for you.

Important Integrations


Use Zapier to connect our platform with another software program. Our goal is not to need Zapier but just in case,

we have it.


By integrating with Facebook we are able to connect your business page messages, ads, and more!


By integrating with Instagram we are able to bring in direct messages, contacts, and more!


We integrate primarily with Stripe for our products, payments, invoicing, subscriptions, and more!


We integrate secondarily with Paypal to bring in products and payments.


Have a Wordpress site you want to host within CSP? You can either move your site over or build a new site in our platform!


We integrate with Shopify to manage all your advanced shopping cart needs. This is only needed if you want to have a store.


Connect with Google ads, your Google or Outlook calendar to efficiently watch your stats and appointments!

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