Creating custom call fields streamlines call communication for opportunities, particularly by allowing custom responses to be recorded alongside default call fields. This ensures that all necessary responses are pre-defined in a way that allows them to be updated as custom call field responses.

➡️ Profile icon > Settings > Communications > Call custom fields > View

➡️ Choose a call field > Add new option

There are three default call fields available to add the call custom fields against each call field. The default call fields are namely 'Reason for Call,' 'Type of Call,' and 'Outcome of Call.'

To add a new option,

Similarly, add custom field(s) for each call field. Then, you can use the appropriate one if needed.

To edit a call custom field, Click on Edit > update changes > Save.
​

To delete a call custom field, Click on Delete > Confirm ‘Delete’.