Field groups
Pipedrive offers a highly customizable approach to managing your sales process. With field groups, you can organize all your custom fields to save time and focus on what really matters: growing your business.
How to organize custom fields
Open the account menu in the top right corner and go to Personal preferences > Data fields. Navigate to the field entity tab (lead/deal, person, organization, product or project) and click “Organize fields”.
The organize fields modal will open. Here, you’ll see a list of the custom fields created for your entity.
Click “+ Field group” and choose a name for your new field group.
Once you’ve chosen a name, drag the desired fields into the group to get your fields in the detail view organized.
To rename, delete or reorder the fields within the group, click on “...” to open the organize fields modal.
Detail view
Once a field group is created, a block of fields will be added to the entity details in the detail view.
You can expand or collapse the entity details and field groups.
The number next to the group name indicates the fields that contain information vs. the total of fields in that specific group.
If you have permissions, you can rename, reorder or delete the field group from the detail view. Click on “...” to open the organize fields modal.
Learn more about custom fields in this article.
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