Data fields in Pipedrive
To keep your data organized and help you focus on information that needs special attention, we created different types of data fields that serve different purposes. You can find your data fields settings by going to Settings > Data fields.
One of the main characteristics of Pipedrive is the customizable approach to managing your sales processes and operations. The type of information you gather from customers can vary depending on your business and industry; that is why we offer the option to create custom fields.
These fields are viewable in the detail View, list View, and Add New dialog. Learn more about adding and configuring these fields in our custom fields article.
Default fields are already built in your Pipedrive account when you create it. They are typically used for relevant customer information like names, emails or phone numbers; when a relevant field does not exist, a custom field can be created. You can find the default fields section right below the custom fields section.
These fields are viewable in the detail view and list view. The name or type of default fields cannot be edited, but what you can edit is if the field needs to appear in the Add New dialog.
System fields are also already built in your Pipedrive account. These fields are part of the Pipedrive interface. The information they contain is not filled inside the detail view or Add New dialog, as it is filled manually or automatically through a different feature or menu (for example, the date when an item was created or the number of emails you exchanged with a contact).
You can find the system fields section right below the default fields section.
These fields are always visible when mapping your imports, and they are helpful to update data into Pipedrive with spreadsheets.
You have the option to mark default and custom fields as important to remind your team to enter crucial contact data. Users can move deals through stages and pipelines if an important field is empty. However, they will see a reminder in the detail view every time they open the deal.
To configure important fields, click on the "Edit field" option and toggle the option for Important.
You can find more information and a video tutorial about important fields in this article.
This feature allows you to select which of your data fields should be mandatory while adding or editing a deal, contact person or organization. Unlike important deals, users in your account will not be able to move deals until the required fields have been filled in.
To configure them, click on the "Edit field" option and toggle the option for "Required".
Learn more about required fields and how to configure them in this article.
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