Customise Deal PropertiesUpdated 2 months ago
One Good Card lets you personalise your CRM experience by customising the deal properties to match your workflow.
What Are Deal Properties?
Deal properties are the fields you fill in when creating or editing a deal — like deal value, expected close date, notes, etc. You can choose what’s relevant to your workflow and even create your own custom properties.
💡 Quick Answer:
Go to Deals → Settings → Manage Deal Properties to edit or create custom deal properties that suit your sales process.
How to Edit and Create Deal Properties
- Log in to your One Good Card account.
- Click on Deals in the Bottom Menu.
- Go to Settings in the Top Right, then click Manage Deal Properties.
- See something irrelevant? Simply switch it off.
- Click + Create New Deal Property to add your own custom fields like “Industry,” “Client Type,” etc.
- Input the property name, select the field type (text, number, multi-select), and customise as needed.
- Click Save. Your new property will now appear whenever you create or update a deal.
✨ Pro Tips:
- Use custom fields to track industry-specific details that matter most to your sales pipeline.
- Turn off unnecessary fields to simplify the deal creation process for yourself
Frequently Asked Questions
Can I create unlimited custom deal properties?
Yes! There’s no limit — create as many fields as needed to tailor your CRM to your business workflow.
Can I delete or edit a custom property later?
Absolutely, go back to Manage Deal Properties to edit or remove any custom fields.