# [Properties] Sales pipeline

Published 2026-02-24

> Hello, you can add a new field to the Main Action field or Deal by following the instructions below. Add a field to a Deal and create: Go to Settings Select Properties Choose Deal Click Add Group & Field. Select Add Grou

Hello, you can add a new field to the Main Action field or Deal by following the instructions below. 

-   Add a field to a Deal and create: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Choose **Deal**
    4.  Click  **Add Group & Field.**
    5.  **Select Add Group** and fill in the fields below.
        -   _**Name**_ : Primary Group Name
        -   _**Description**_ : Description
        -   _**Boards & Pipelines**_ : Select the Boards & pipelines of the Deal field you created. You can select multiple Boards & pipelines here. If you do not select this, you will encounter the problem of not seeing the Properties you created.
        -   _**Always open**_ : Option to keep the field open whenever you enter the task card.
    6.  Click the **Save button to save.**
    7.  Click **Add Group & Field** again.
    8.  **Select Add Property** and fill in the fields below.
        -   _**Name**_ : Specifies the name of the field to be created.
        -   _**Group**_ : Selectthe previously created _Group name ._
        -   _**Type**_ : Select the type of field to fill. 
    9.  **Show in card** : The information will be visible outside the Properties task card you created. This will be the same as the information that appears outside the card when you select Company or Customer.
    10.  Click the **Save button to save.**  
          
-   Edit the Deal field: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Choose **Deal**
    4.  **Edit Group name** : Select the group name you want to edit and click the edit button to enable editing.
    5.  Click the **Save button to save.**
    6.  **Edit Property name** : Select the name of the field you want to edit and click the edit button to enable editing.
    7.  Click the **Save button to save.**  
         
-   Delete the Deal field: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Choose **Deal**
    4.  **Choose Group name** : Select the group name to delete.
    5.  Click the **Delete button to delete.**
    6.  **Choose Property name** : Select the name of the field to delete.
    7.  Click the **Delete button to delete.**