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’s why we offer the option to create custom fields.
Default fields are already built into 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.
System fields are also already built into 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.
This feature allows you to add custom fields to deals that are in specific pipelines.
You can hide the field in the deal detail view while the deal is in certain pipelines. If the field already has some data, that data won’t be deleted, only hidden. It will also remain visible in the list view.
To configure them, click on the “Edit field” option and “All pipelines“.
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.
To configure them, click on the “Edit field” option and toggle the option for “Required“. You can also mark fields required only for moving to specific pipelines or stages.
Learn more about required fields and how to configure them in this article.
Mark fields as important to remind your team to enter crucial deal data. If an important field is empty, users see a reminder in the detail view.
To configure them, click on the “Edit field” option and toggle the option for “Important“. You can also mark fields important only for specific pipelines or stages.
You can find more information and a video tutorial about important fields in this article.