Knowledge Base

Pipedrive’s required fields allow you to select which of your data fields should be mandatory while adding or editing a deal, contact person or organization. Using required fields means that users in your account won’t be able to add or edit new items or move deals until the required fields have been filled in.

How to make a field required

To view your data fields, open the account menu in the top right corner and go to Personal preferences > Data fields. Then, select the entity you want to work with: lead/deal, person, organization or project.

Fields that are already required appear under the quality rules section, so you can see at a glance which fields are required and which aren’t before you make any changes.

Make a field required

The steps are the same whether you’re creating a field for the first time or editing one that already exists:

Create a new field

Select the entity it belongs to and click “+ Custom field”.

Fill in the field’s details, like its name, group, description, type, and so on, then toggle “Required” on.

Edit an existing field

Open the field, toggle “Required” on and save.

What happens when a required field is missing

If a user tries to add a lead, deal, person, organization, or project without filling in a required field, they’ll see an error message blocking the item from being created.

The same applies when moving an item forward: users won’t be able to move a deal to a new pipeline stage, or a project to a new phase, until they fill in the missing required field.

If you want to bring attention to specific fields without making them mandatory, consider using important fields instead.