Adding a help note to custom fields

Adding a help note to custom fields

The system offers the option to add an explainer pop-up to custom fields. To utilize this feature, follow these steps:

1. Navigate to Settings > Opportunities > Actions > Edit
2. Input a field description within the designated Notes section
​3. Save the changes




Hover over the question mark icon next to the field on the opportunity page, and the explainer will pop-up.



In cases where a more extensive description is required, and conveying the purpose necessitates multiple paragraphs, use the 'Notes' icon positioned at the top of the screen.