New users seeks help sorting opportunities and tasks.

[cdiceo]

How do I set up a new field for Opportunities so I can define the market segment and then sort by this?  I would also like to do the same for my Tasks.

I was able to add new fields in the Company section under "Industry" which is the same as my market segment but I cannot find a way to use the "Industry field to sirt under opportunities or Tasks.  I wold have assumed that since an opportunity and task was associated with a company I thought I would be able to sort by this.

I also added a new field called market segment with drop down menus under "Contacts" but this still does not allow me to sort the opportunities or tasks.

 After creating a drop down menu and then trying to add a field under "opportunities" there are 7 open fields but when I click on this to add a field it will not allow me to "create" a new one.

Any suggestions would be very welcome.

Thanks,

Mark

[dlunceford · Accepted solution]

You cannot add or edit opportunity fields. You can use one of the opportunity user fields.

With the Premium product, you can rename the opportunity user fields.

[dlunceford · Accepted solution]

You cannot add or edit opportunity fields. You can use one of the opportunity user fields.

With the Premium product, you can rename the opportunity user fields.