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Custom fields
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Data fields in Pipedrive

YS
Yssel Salas, June 13, 2022
Note: Only Admins and Regular Users with the right permissions enabled can access the Data Fields settings.

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.


Custom fields

One of the main characteristics of Pipedrive is the customizable approach to manage 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.

Note: The number of custom fields you can have depends on which plan you are on. Learn more about usage limits in this article.

Default fields

Default fields are already built in your Pipedrive account when you create it and they are typically used for relevant customer information like Name, E-mail, or Phone number; 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.

Note: Default fields cannot be deleted.

These fields are viewable in the Detail View, 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.

Note: The Instant Messengers, Post Address, Notes, Birthday/Date of birth, and Job Title fields do not exist by default in Pipedrive. They are only created when you set up your Contact Sync. You can learn more about Contact Sync in this article.

System fields

System fields are also already built in your Pipedrive account. These fields are part of the Pipedrive interface, and 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.

Note: System fields cannot be edited nor deleted.

These fields are always visible when mapping your imports, and they are helpful to update data into Pipedrive with spreadsheets.


Important fields

Note: The Important fields feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans.

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.


Required fields

Note: The Required fields feature is one of the many useful features of Pipedrive’s Professional and Enterprise plans. Setting up and editing the Required fields can only be done by Admin users.

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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