Editing Custom deal field overview (section)

== Step-by-Step Instructions ==

=== Creating a Field Group ===
Field groups organize custom fields. Here’s how to create one:

1. Navigate to the '''Manage Fields''' page:
   - Click on '''Deals''' > '''Fields''' 
   - Alternatively, click on '''Contacts''' > '''Fields''' and select the '''Deals''' tab.
2. Click the '''Add Group''' button.
3. A modal window will appear. Enter the name of the group in the provided field.
4. Click the '''Create''' button. The new group will appear at the bottom of the Fields page.

=== Creating a Custom Deal Field ===
To create a custom deal field, follow these steps:

1. Again, access the '''Manage Fields''' page.
2. Click the '''Add Field''' button.
3. An '''Add Field''' modal will open. Key in the field name.
4. Use the '''Group''' dropdown to select the relevant group for the field.
5. From the '''Field Type''' dropdown, select the type of custom field you want to create (e.g., text input, dropdown menu).
6. If your chosen field type requires answer options (dropdown, list box, radio buttons, check boxes), make sure to provide them.
7. Click the '''Add''' button to finalize the creation.

=== Updating a Custom Deal Field Value ===
Custom deal field values can be updated easily in two major ways:

*Manually from the Deal Record:*

1. Click on the deal you'd like to work with.
2. Hover over the field you wish to update and click the '''edit (pencil) icon'''.
3. Type or choose the new value.
4. Click the '''Save Changes''' button to ensure the updates are saved.

*Using Automation:*

1. Click on '''Automations''' from the left menu.
2. Select the automation you want to edit by clicking '''Edit'''.
3. Drag the '''CRM > Update Custom Field''' action into your automation workflow.
4. In the modal, select the field to update and input the new value as needed.
5. Save your changes.

=== Editing or Deleting a Custom Deal Field ===
You can edit and delete custom deal fields through the following steps:

*Editing:*

1. Go to the '''Manage Fields''' page.
2. Hover over the field you wish to edit and select '''Edit'''.
3. Modify the field options as required and click the '''Save''' button.

*Deleting:*

1. On the '''Manage Fields''' page, hover over the field you want to delete.
2. Click the '''trash icon'''.
3. Confirm the deletion in the modal that appears by selecting checkboxes and clicking the '''Delete''' button.