Knowledge Base

Topics
Adding custom fields
Viewing your custom fields
Updating your custom fields

Custom fields

BF
Breandan Flood, June 13, 2022
Note: This action is only available to admin users and users with the correct permission sets enabled. The number of custom fields you can have depends on which plan you are on. Learn more about usage limits in this article.

Pipedrive comes with a highly customizable approach to managing your sales process. Your deals and leads, contacts and products already come with the default fields needed to manage your data, but if you need to add fields specific to your company's needs, it can be created as a custom field.

With a custom field, you will not only have the means to document specific information needed to customize your data but also be able to organize and filter based on these fields in Pipedrive.

If you are just getting started with Pipedrive, you can check out our Get started with the basics” Pipedrive Academy course.

Adding custom fields

You can add a custom field by going to Settings > Company > Data fields, and clicking on “Add custom field”. The field can be added under Lead/deal, Person, Organization, or Product.

Note: Not sure where to add your custom field? Learn more about how your data is organized here.

In the window that appears, name the field and select the type of field you wish to create. Pipedrive offers a variety of custom field types that can easily be customized according to the information you need for your data.

You can learn about the types of custom fields available in this article.

Note: Leads use the same fields as deals. By default, when a custom field is created for deals, the same field with the same name and properties will also be created for leads.

Field properties

When adding a custom field, you will see the option to choose how the field is displayed in Pipedrive.

  • Always visible in deal/person/organization/product detail view
    Checking this option will cause the custom field to always appear in the item's detail view, regardless of whether there is a value added or not. The field will always appear in the detail view if there is a value added.
  • Appears in add deal/person/organization/product view
    Checking this option will cause the custom field to appear in that item's “Add new” dialog.
  • Important fields
    Here you can mark a field as “important” in all or specific pipelines and stages. You can read more about important fields in this article.

Where else can I add custom fields?

Custom fields can also be added in the detail view of an item by going to Details > Customize fields > +Add a new field.

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Viewing your custom fields

Once the custom field has been created, you can add, view, or delete custom field values in the following places within Pipedrive.

In the detail view:

  • When in the detail view, any custom fields can be found in the DETAILS section.
    Screenshot_2020-04-20_at_09.46.08.png

In the list view:

  • Click on the gear icon to the right of the table and select the custom field from the list of fields in the "Choose columns" function. Click “Save” to make that custom field column visible in the list view

    lidt_view.png

In the Add new dialog:

  • If the “Show in add new dialog” option is marked as "Yes", the custom field will appear in the "Add new" modals.

In the Import function:

  • When importing a spreadsheet into Pipedrive, your custom fields can be mapped to columns in your spreadsheet. You will also have the possibility to add custom fields directly from the mapping page.

    Read more about importing in this article.


Updating your custom fields

To make changes to your custom fields, go to Settings > Company > Data fields and click on the "..." button next to your custom field.

  • Edit
    You can change the custom field name, field properties and important fields for your custom field at any time. The type of custom field cannot be changed once it has been created.
  • Reorder
    You can change the order of your custom fields if you prefer a different order from the default one. After clicking on “Reorder”, you will be prompted with a window where you will be able to drag and drop the fields in the order that you prefer.
    The changes will be applied to the Add new view and detail view.
  • Delete
    Deleting your custom field will delete the field and all of its existing data from your Pipedrive account.
  • Copy API key
    You can easily copy your custom field's API key. For more information on how to use the API, you can look at our API documentation.
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