Opportunity custom fields allow you to store data specific to a candidate’s lifecycle stage — not their overall profile.
While Contact fields store who the candidate is, Opportunity fields store where they are in the process.
When to Use Opportunity Fields
Use Opportunity-level fields for data that is:
Stage-specific
Deal-specific
Timeline-specific
Placement-specific
Not permanent profile information
Examples:
Target Close Date
Estimated Placement Month
Awarded Brand
Projected Investment
Placement Probability
Funding Status
Territory Reserved
Estimated Commission
Do not use Opportunity fields for:
Liquid Capital
Net Worth
Employment Status
Desired Market
Any data synced from FranTracker™
Those belong at the Contact level.
How to Edit Opportunity Custom Fields
To manage Opportunity custom fields:
Select Opportunities from the left hand navigation
Select Manage Fields on the right side next to the search field
Check the box next to the fields you want displayed in the Opportunity. You can have up to 8.
Select Apply
Your new field will now be available inside Opportunity records.
Best Practices for Opportunity Fields
Keep them minimal
Opportunity fields should support forecasting and placement tracking — not duplicate profile data.Name clearly
Example: “Estimated Close Month” instead of “Close”Avoid duplication
If the data already exists in FranTracker™ or as a Contact field, do not recreate it at the Opportunity level.Use them for reporting
Opportunity fields are especially powerful for forecasting revenue and tracking placement probability.