Custom Fields on Deals

About

Custom fields let you track deal-specific data beyond the built-in fields Goliath provides. These fields are defined organization-wide and appear on every deal across all pipelines. Common examples include Acquisition Cost, Rehab Budget, ARV (After Repair Value), Assignment Fee, Loan Type, or Lead Source.

Step-by-Step Guide

1. Open the Manage Pipelines dialog

   From any pipeline view, click the Manage button in the sidebar. This opens the pipeline management interface.

   

2. Navigate to All Fields

   In the left sidebar under FIELDS, click All Fields. You’ll see existing system fields (Deal Value, Commission, Close Date, Created Date) and any custom fields already defined.

   

3. View or add custom fields

   The Deal Fields panel displays all fields. System fields are marked as Protected and cannot be edited or removed. Click + Add Deal Custom Field at the bottom to create a new field.

   

4. Configure Card Display settings

   Click Card Display in the left sidebar to choose which fields appear on deal cards in the Kanban view. You can select up to 3 fields to display on each card. This keeps the board uncluttered while all fields remain accessible on the deal detail sheet.

   

Pro Tips

• Organization-wide scope: Deal custom fields appear on every deal in every pipeline. If you create “Assignment Fee,” it will show in Wholesaling, Buyer Rep, and all other pipelines. Leave fields blank on deals where they don’t apply.
• Reorder fields: Drag fields in the All Fields list to control the order they appear on the deal detail sheet.
• Field types available: Text, number, date, currency, single-select dropdown, multi-select, and boolean/checkbox.
• Card Display strategy: Choose the 2-4 most important fields (e.g., Deal Value, Close Date, Source) for Kanban card visibility. All other fields remain accessible when you open the deal.

Frequently Asked Questions

Q: Can I create pipeline-specific custom fields?

No. All custom fields are organization-wide and appear on every deal. This matches how contact custom fields work in Goliath.

Q: Who can create custom fields?

Only organization admins can define or edit custom fields. All team members can view and update field values on individual deals.

Q: What field types are supported?

Text, number, date, currency, single-select dropdown, multi-select, boolean/checkbox. These match the field types available for contact custom fields.

Q: Can I use custom fields in filters and exports?

Yes. Once defined, custom fields can be filtered, sorted, included in deal exports, and referenced by automation workflows.

Q: What happens if I don’t set a custom field on a deal?

The field will remain blank. Custom fields are optional by default unless you configure a workflow or validation rule requiring them.