Can I Customise Deal Properties in One Good Card CRM?
Yes, you can!
We get it — every business has its own way of managing deals. That’s why One Good Card lets you personalise your CRM experience by customising the deal properties .
What Are Deal Properties?
Deal properties are the fields you fill in when creating or editing a deal — like deal value, expected close date, notes, etc.
Now, you can choose what’s relevant to your workflow and even create your own custom properties.
How to Edit and Create Deal Properties?
- Log in to your One Good Card account
- Click on Deals in the Bottom Menu
- Go to Settings in the Top Right then click Manage Deal Properties.
- See something irrelevant to your sales process? You can just simply switch it off.
- Click + Create New Deal Property
- This allows you to add your own custom fields, such as “Industry,” “Client Type,” or any other category that helps you track deals better.
- Input the name of your property, select the field type (text, number, multi-select, etc.), and customise it as needed.
- Click Save
That’s it! Your new property will now appear whenever you create or update a deal.
