Add the Industry Field to an Opportunity Workspace

Industry types allow staff members to classify organizations according to the industry with which they are associated. If you want your sales representatives to add information about industry types, you must add the Industry field to an opportunity workspace and assign that workspace to the profile used by sales representatives.

The standard opportunity workspace does not contain a field for industry type.

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Workspaces.
   The Workspaces explorer opens.
3. Right-click the custom opportunity workspace you want to add the field to and select Open.
   You cannot edit the standard opportunity workspace, but you can copy it and edit the copy.
4. Click the Insert Field tab.
5. Click Opportunity Fields and select Organization Fields to view organization fields you can add to the workspace.
6. Click the Industry field, move the cursor to where you want to position the field on the workspace, and click to place the field.
7. To change the field label, adjust the size, make it a read-only field, or make it a required field, click the field on the workspace and select options on the Design tab.
8. Click Save.
9. Assign this workspace to the profile used by sales representatives. See Profiles if you need help with this process.