How to Use Opportunities Custom Fields in HighLevel

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saas4agency.com

In today’s blog, I’ll guide you how to use custom fields within your forms and surveys to capture opportunity-related information. This feature is incredibly useful for better tracking and managing your leads within your pipelines. Whether you’re selling digital or physical products and services, using a form or a survey to collect lead information at any point in your sales process is essential for better marketing your product or service. Let’s get started!

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Setting Up Custom Fields in HighLevel Forms

Step 1: Navigate to Forms

To begin, navigate to the “Sites” section in HighLevel and head over to “Forms.” Here, you can select any of your existing forms or create a new one. For this example, we’ll work with an existing form.

Step 2: Access Custom Fields

Previously, when you clicked plus and then clicked “Custom Fields” within forms or surveys, you wouldn’t have seen the new UI. This update allows you to sort your custom fields by contact-related fields or opportunity-related custom fields.

Creating Opportunity-Specific Custom Fields

Step 3: Add a Custom Field

Now, let’s create a custom field to further qualify the leads filling out your form. This will help you get higher-quality leads within your pipeline. Click “Add,” and a familiar section will appear. Create a single-line custom field to ask for relevant business information, like the current revenue of the lead’s business.

Step 4: Set Field Properties

Give your field a title, select the object as “Opportunity,” and choose “Opportunity Details” as the group. Hit save, and the new field will appear under “Custom Fields Opportunity.” Now, you can add this field to your form.

Automating Lead Qualification

Step 5: Configure Opportunity Settings

When you click on the new field, you’ll see a popup asking where you want your opportunity to be updated. This feature allows you to run automations directly within the form. Select your primary pipeline and the stage where you want to place the new lead. For this example, we’ll use the “Send Video Sales Letter” (SVSL) stage and set the opportunity value accordingly.

Step 6: Save and Implement

After configuring the settings, hit save. You can always edit these settings later by clicking on the field and selecting “Edit Opportunity Settings.” Once saved, the form is ready to capture and manage lead information automatically.

Testing the Custom Field Functionality

Step 7: Preview and Test the Form

Let’s see how this works in action. Here’s a pipeline with no contacts in the SVSL stage. Preview the form, fill it out, and submit it. Since we configured an opportunity-based custom field, the contact should automatically appear in the SVSL stage of your pipeline.

Step 8: Verify in Pipeline

Refresh your pipeline to see the new contact in the designated stage. Clicking on the contact within your opportunity will show the details, including the source of the opportunity (form) and the custom field information filled out by the customer.

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Benefits of Using Custom Fields in Forms

Streamlined Process

One of the most significant benefits of this feature is that it eliminates the need for additional automations to assign values, pipelines, and stages. Everything is handled directly within the form builder, making the process much more efficient.

Enhanced Lead Qualification

Custom fields allow you to qualify leads better by capturing specific information that helps in assessing their potential. This leads to higher-quality leads entering your pipeline.

Improved Tracking and Management

Having the ability to manage and track leads directly from form submissions simplifies the entire process. Your team can focus on engaging with qualified leads rather than spending time on manual data entry and management.

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Conclusion

The new custom fields feature in HighLevel forms and surveys is a game-changer for businesses looking to streamline their lead tracking and management processes. By automating opportunity-related tasks directly within the form builder, you can ensure a seamless and efficient workflow.

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