Opportunities sit at the centre of your sales process, representing the real deals your team is working on. Opportunity detail fields define what information is captured and shown for each deal, helping your team stay aligned and focused. This configuration step helps you decide which details matter most and should be visible when working on an opportunity. By the end, you will have an opportunity view that reflects how your team actually sells.
Opportunities represent active deals your team is managing. The information shown on an opportunity helps your team understand its status and decide what to do next.
Opportunity detail fields help answer questions such as how big a deal is, when it might close, who is responsible, and what the next step is. The goal of this step is to decide which information should be visible and relevant when working on an opportunity.
You do not need to get everything perfect at once. Starting with the essentials is enough.
What Are Opportunity Detail Fields?
Opportunity detail fields are the pieces of information your team captures for each deal. They are the questions your CRM asks your Sales Team when an opportunity is created or updated.
Examples include:
Deal value
Expected close date
Deal owner
Source of the opportunity
Probability of closing
Next action
Some fields already exist in Tribe by default. You can add new fields, adjust existing ones, or hide fields that do not add value.
Start With A Simple Question
A good starting point is to ask your team what information they always want to know about a deal.
If a field does not help your team (prioritise work, report on sales, or manage deals better), it probably does not need to be visible.
The three things you can do in this step
In this configuration step, you can:
Add new fields
Adjust existing fields
Hide fields that do not add value
Add New Fields
Add fields when your team consistently looks for information that is currently missing.
Examples include lead source, product or service category, deal type, competitor, and region or market.
Note! Only add fields your team will actually fill in. More fields do not mean a better CRM.
Go to Configuration and select Activities.
2. Select Sales Opportunity.
3.Select Fields and then Manage.
4. Scroll to the bottom and select + Add Field.
5. Enter the name of the new field as it should appear to end users.
6. Define the data type for the field.
Adjust Existing Fields
You can adapt existing fields to better match your way of working.
This may include renaming a field, changing whether it is required or optional, or updating dropdown options. Small adjustments can make the system feel more natural for your team.
Go to Configuration and select Activities.
Select Sales Opportunity.
Edit the field you want to adjust.
Hide Fields That Don’t Add Value
Not every organisation needs every field. Fields that are not used can create noise and slow down adoption.
Before keeping a field visible, consider whether it will be used in reporting, helps sales prioritise work, or will be filled in consistently. If not, it is fine to hide it.
A cleaner interface supports better adoption.
Go to Configuration and select Activities.
Select Sales Opportunity.
Select Fields and then Manage.
Activate the Hidden option for the field you want to hide.
Keep Adoption In Mind
Every field you add is something your team needs to think about and maintain.
If a field is not used in decisions or reporting, it does not need to be added yet. You can always expand later once your team is more comfortable using the system.
What Success Looks Like
By the end of this step, you should have reviewed the opportunity detail fields, added, adjusted, or hidden at least one field, and confidence that the opportunity view shows the information your team truly needs.
Quick Summary
You have reviewed the opportunity detail fields used in your sales process. You can now add, adjust, or hide fields based on what your team needs. This ensures the opportunity view supports how your team works today.