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Customization

Creating custom fields in a deal, account, or contact record
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Customize your list of deals, accounts, and contacts by different values such as name, owner, created by, amount, and more.
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Creating custom views for all of your deals, accounts, and contacts lists.
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In Breezz, you can add field sections to deals, accounts, and contacts.
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Adding a dropdown picklist to a custom field
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You can customize which fields of information you see and in which order it is displayed...
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You can choose how to sort the deals within the pipeline, by clicking the Sort By button on the top left...
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Learn about adding and removing fields in a record’s General Details section.
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To edit the contacts pipeline, click on the settings icon at the top right and then press Edit Pipeline...
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To perform a bulk edit to deals, contacts, or accounts, first select the list view...
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To edit the accounts pipeline, click on the settings icon at the top right and then press Edit Pipeline...
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Edit field settings to require users to fill a field before saving, lock a field, or to set default value to a field.
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You can edit the columns in your deals, accounts, and contacts lists.
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From your deals pipeline, select 'edit pipeline'. To edit the name of an existing sales stage, hover over it and select...
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Learn about editing the layout in your account records.
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When you are on the Deals, Contacts, or Accounts page, you will see 4 icons on the top right...
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Learn about editing the layout in your deal records.
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