Custom fields on opportunities

Pipeline AI opportunities support their own custom fields, separate from contact custom fields. Use these for deal-level data: product interest, service scope, champion, competitor.

1. 1
   Settings → Custom Fields → Opportunities

   Add fields here.
2. 2
   Mark required per stage

   E.g. "Budget" required to move to Proposal, "Decision date" required for Verbal Commit.
3. 3
   Surface on the board card

   Pick up to 3 fields to show on the card at-a-glance.