Opportunities - Accounts
To setup custom fields:
- Select Configuration → Custom Configuration
- Select “Add Custom Fields” tab.
- Select the “Role Type” from the dropdown.
- Enter “Custom Field Name” field
- Select “Custom Group”, “Custom Field Type”, “Control Type” and “Field Type” from its corresponding dropdown.
- Select “Add” .
- Once added the custom field, it will be displayed in Custom Field list.
- To view the custom field added, goto View page of the corresponding role type.

