Customizing Opportunity Forms in Keka

Keka now allows you to create custom fields for opportunities, enabling you to tailor opportunity information to your specific business needs and improve data management.

Benefits of Custom Fields for Opportunities

Enhanced Data Capture: Collect specific and relevant information about opportunities that aligns with your business needs.
Improved Organization: Streamline opportunity management by organizing data efficiently.
Better Decision Making: Analyze custom data for informed decision-making and forecasting.
Increased Efficiency: Save time by capturing essential information directly in the opportunity form.
Tailored Workflows: Customize opportunity processes based on specific requirements.
Enhanced Reporting: Generate insightful reports based on custom data for performance analysis.

Steps to Configure:

Go to the Project section and click on Policy & Settings. From there, navigate to the Custom Fields under the Opportunity section and click on the Add Field button to begin customization.

Note: During the configuration process, users have the flexibility to specify whether the custom field should be text, numeric, or of another type based on their preferences. They can also determine if the field is mandatory or optional for data entry.

For further insights on effectively tracking and managing opportunities, feel free to explore our resources by clicking on the following link: Tracking and managing opportunities