--- title: Customize the Deal Details Form description: Learn how to modify your deal overview fields to match your investment workflow --- [Skip to content](https://helpdesk.inveloapp.com/customize-the-deal-details-form#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en) 3. [Deals](https://helpdesk.inveloapp.com/crm?hsLang=en#deals) # Customize the Deal Details Form ## Learn how to modify your deal overview fields to match your investment workflow Every real estate business operates a little differently — and your Deal Details form should reflect that. Invelo allows you to customize the Deal Details form so you can track the exact information that matters most to your team. Whether you want to add new fields, edit existing ones, or remove unnecessary ones, you can easily tailor the form to fit your workflow. ### How to customize the Deal Details Form You can customize the Deal Details form from two different areas within Invelo. #### Option 1: Customize from a property record 1. Open any **single Property Record**. 2. Navigate to the **Deal Details** tab. 3. Click the **Customize** button. From there, you can edit the form layout directly. This option is helpful if you're already working inside a property and realize you need to make adjustments. ### Option 2: Customize from settings 1. Go to your **Settings** page. 2. Click on **Forms**. 3. Select **Deal Overview**. This method allows you to manage the Deal Details form globally, making changes that apply across all property records. --- ### What you can customize Within the Deal Details form, you can: - **Edit existing fields** to update labels or configurations - **Add new fields** to capture additional data points - **Delete fields** that are no longer relevant to your process This flexibility allows you to align the form with your acquisition, construction, and disposition workflows. --- ### System fields While most fields can be modified or removed, the following **system fields cannot be deleted**: - Scheduled Inspection Date - Construction Start Date - Construction Completion Date - Disposition Listing Date These fields are built into the system to support core functionality and reporting. --- By customizing your Deal Details form, you ensure your team is tracking the right information at every stage of the deal. 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