Breezz Support Center

    Customization

    Create and delete field sections
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    Filter your pipeline and list views to display the deals, accounts, and contacts that you wish to view.
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    Save time by performing bulk edits on your lists and records.
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    Creating custom fields in a deal, account, or contact record
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    Customize your list of deals, accounts, contacts, and tasks 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, contacts, and tasks lists.
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    Customize your pipeline by setting your view to pipeline stages, accounts, owners, and more.
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    In Breezz, you can add field sections to deals, accounts, and contacts.
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    Utilize advanced filtering options to further customize the way your data displays.
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    Adding a dropdown picklist to a custom field
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    Learn about adding and removing fields in a record’s General Details section.
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    Choose which values you wish to display on your deal, account, contact, and task cards
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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, contacts, and tasks lists.
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    Learn about editing the layout in your account records.
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    Set the default values for specific fields when adding records
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    Set a default close date in the add deal dialog box
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    Learn about editing the layout in your deal records.
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