Knowledge Base

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

With custom fields, you can document specific information needed to customize your data as well as organize and filter based on these fields in Pipedrive.

Adding custom fields

Go to Settings > Company > Data fields, and click “Add custom field.” The field can be added under Lead/deal, Person, Organization, Product or Project.

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.

Field properties

When adding a custom field, you can choose the places where the field is shown in Pipedrive.

• Always visible in detail view (pinned)
  The custom field always appears in the item’s detail view, whether or not a value is added.
• Appears in add view
  The custom field always appears in that item’s “Add new” dialog.
• Appears in project detail view
  The custom field always appears in a project's detail view, whether or not a value is added.
• Pipeline (for lead/deal custom fields only)
  You can hide some fields from specific pipelines and unclutter the deal detail view.

Quality rules

• Required fields
  Mark fields as required to ensure your team enters crucial deal data. If a required field is empty, users won't be able to save the deal and will see a reminder in already existing deals.
• Important fields
  Marks 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.

Viewing your custom fields

You can add, view, or delete custom field values in the following places within Pipedrive.

In the detail view:

• In the detail view, any custom fields can be found in the DETAILS section.
  

  
  In the list view:

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

  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 can also add custom fields directly from the mapping page.
    
    Read more about importing in this article.

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  Updating your custom fields

  To change your custom fields, go to Settings > Company > Data fields and click 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 custom field type cannot be changed once it has been created.
  • Reorder
    You can change the order your custom fields are displayed in. After clicking on “Reorder,” you will be prompted with a window where you can change the order of fields. The changes will be applied to the Add new view and detail view.
  
• Delete
  Deleting your custom field will delete the field and its existing data from your Pipedrive account.
• Copy API key
  You can copy your custom field’s API key. For more information on how to use the API, you can look at our API documentation.

Custom field grouping

You can organize your custom fields into groups, making it easier to find the field you need.

To add a new custom field group, click ”+ Field group“ while creating or editing a custom field.

After you create your group, you can see it in your data fields.

You can view your fields in groups or in a standard list view.