Custom fields in Pipedrive: Tailor your CRM to specific needs, track unique data, and boost sales insights for effective customer management.
Understanding Custom Fields
- Custom fields allow you to store specific information on deals, contact persons, and organizations.
- Deal Custom Fields: Information about a specific sales opportunity.
- Person Custom Fields: Attributes of individual contacts.
- Organization Custom Fields: Pertinent details about the company or organization.
Common Mistakes to Avoid
Avoid placing custom fields on the wrong objects
Avoid placing custom fields on the wrong objects. For instance, deal-related information should go on deals, not individuals.
Create custom fields on the correct objects for accurate reporting and organized data.
Creating Custom Fields
Log in to your Pipedrive account.
Click on your profile picture or settings icon, then select "Company Settings.
Under "Company settings," click on "Data fields"
Choose the relevant object (deal, person, organization) to create a custom field for
Adding Custom Fields
Click the "+ Add custom field" button
Provide a clear and descriptive name for the field
Choose the appropriate field type (text, number, date, monetary, option, checkbox, etc.)
Configuring Custom Fields
Define field settings based on the chosen field type:
- For option fields, define the options in the dropdown menu.
- For numerical fields, set minimum and maximum values.
- For date fields, specify the date format.
Field Visibility and Placement
Decide whether to pin the field to the details view, ensuring its visibility
Determine if the field should be fillable when creating new deals
Choose whether the field should appear in the project detail view (if using the projects add-on)
Custom Fields for Different Pipelines
Custom fields can be tailored to different pipelines based on relevance
Enable or disable custom fields for specific pipelines to maintain a clean and organized view
Important and Required Fields
Pipedrive Advanced and Professional users can set fields as important or required
Important fields prompt users to fill in critical information
Required fields must be completed before moving a deal to a specific stage
Formula Fields (Professional Plan and Higher)
Formula fields allow calculations using existing numerical or monetary fields
Perform calculations by using mathematical operators
Formula fields can be used for commissions, simple calculations, and more
Unlock Pipedrive's full potential. Custom fields empower precise data tracking, personalization, and deeper insights. Elevate your CRM game now!