<div class="support-note success primary"><strong>Note:</strong> The number of open deals you can have depends on which plan you’re on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">In Pipedrive, the ongoing transaction you’re pursuing with a person or organization is tracked as a deal, and processed through the stages of your <a href="https://support.pipedrive.com/article/pipeline-view" target="_blank" rel="noreferrer noopener">pipeline</a> until it's either <strong>WON</strong> or <strong>LOST</strong>.</p>
<p style="text-align: justify">For a great illustration of the relationship between your contacts and deals, check out <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article</a> about Pipedrive’s data organization. </p>
<hr>
<h2 style="text-align: justify">The deal detail view<a name="the-deal-detail-view"></a></h2>
<p style="text-align: justify">Clicking on a deal opens its detail view, where you can see any linked contacts, products, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">projects</a> or activities. </p>
<p style="text-align: justify">You can also see <a href="https://support.pipedrive.com/article/recurring-revenue-feature" target="_blank" rel="noreferrer noopener">recurring revenue</a> information, <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank" rel="noreferrer noopener">documents</a>, files and <a href="https://support.pipedrive.com/article/email-sync" target="_blank" rel="noreferrer noopener">emails</a> exchanged with the linked contact. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%201.jpg" alt=""></figure>
<p style="text-align: justify">Here are a few things to keep in mind about deals: <br></p>
<ul>
<li><a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">Leads</a> can be converted into deals, and deals can be <a href="https://support.pipedrive.com/article/converting-deals-to-leads" target="_blank" rel="noreferrer noopener">converted into leads</a>. </li><li>Deals can be linked to a person, organization or project. Any changes made to a linked item are also reflected in the deal.</li><li>Activities and products can both be linked to a deal.</li>
<li>Deals track all events and movements that take place throughout your sales process.</li>
<li>Deals can be <a href="https://support.pipedrive.com/hc/en/articles/206515159-Change-everything" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">imported from a CSV or XLS file</a>.</li>
<li>You can track the progress of your deals using <a href="https://support.pipedrive.com/article/insights-report-types" target="_blank" rel="noreferrer noopener">Insights reports</a>.<br>
</li>
</ul>
<hr>
<h2 style="text-align: justify">Adding one deal at a time<a name="adding-one-deal-at-a-time"></a></h2>
<p style="text-align: justify">There are a variety of ways you can add a new deal to your Pipedrive account.</p>
<p><strong>The “+ Deal” button</strong></p>

<p style="text-align: justify">This button is found in your pipeline view, forecast view and deal list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%202.jpg" alt=""></figure>
<div>You can also find it in your project detail view. <br></div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%205.jpg" alt=""></figure>
<p><strong>The "+" button</strong></p>

<p style="text-align: justify">This option is located in your person or organization detail view under the <strong>deals</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%207.jpg" alt=""></figure>
<div class="support-note success primary"><div><strong>Note: </strong>To add a deal in this manner, the deal sidebar section must be visible. To learn how to manage your sidebar sections, check out <a href="https://support.pipedrive.com/article/detail-view-sidebar" target="_blank" rel="noreferrer noopener">this article</a>.</div></div>
<p style="text-align: justify">You can also find it in the <a href="https://support.pipedrive.com/article/contacts-timeline" target="_blank" rel="noreferrer noopener">contacts timeline</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%209.jpg" alt=""></figure>
<p><strong>The “Add new deal” button</strong><br></p>

<p style="text-align: justify">This option can be found in your person or organization detail view.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%208.jpg" alt=""></figure>
<div>It can also be found in your email tab. </div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%2010.jpg" alt=""></figure>
<p>If you have an existing deal you want to link to the email, select <strong>“Link to existing.”</strong></p>
<hr>
<h2 style="text-align: justify">Adding deals in bulk<a name="adding-deals-in-bulk"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>To learn about importing data into your Pipedrive account, look at <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">this in-depth guide</a>. <br></div>
<p style="text-align: justify">You can add multiple deals at the same time using the importing process. </p>
<p style="text-align: justify">Start by going to <strong>“...”&gt; <a href="https://thisisthecompanydomain.pipedrive.com/settings/import/history" target="_blank" rel="noreferrer noopener">Import data</a>. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deals%2011.jpg" alt=""></figure>
<p style="text-align: justify">Make sure you have a column for <strong>deal title</strong> in the spreadsheet you’re importing, and map it to the field of the same name in Pipedrive. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-09%20at%2016-05-57.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>We offer sample spreadsheets with data you can use to practice the importing process, which you can find <a href="https://support.pipedrive.com/article/importing-sample-import-spreadsheets" target="_blank" rel="noreferrer noopener">on this page</a>. </div>

Deals: what they are and how to add them

the-deal-detail-view

The deal detail view

adding-one-deal-at-a-time

Adding one deal at a time

adding-deals-in-bulk

Adding deals in bulk

<p style="text-align: justify">Pipedrive's <strong>deal labels</strong> feature will allow your team to add color-coded labels to each deal to help you organize your data and speed up your sales process. This will give you a better visual representation of your deals while viewing them in the pipeline, detail and list views.</p>
<p style="text-align: justify">If you would like to segment your contacts rather than your deals, we also have <a href="https://support.pipedrive.com/hc/en/articles/360000333038-Contact-Labels" target="_blank" rel="noreferrer noopener"><strong>contact labels</strong></a>.</p>
<hr>
<h2 style="text-align: justify"> <a name="how-to-assign-and-create-deal-labels"></a>How to assign and create deal labels</h2>
<p style="text-align: justify">When adding a deal, you can assign a label to your deal by clicking on the dropdown menu and selecting one of your existing labels.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.00.25.png" alt=""></figure>
<p style="text-align: justify">You can also assign deal labels directly from the <strong>list view </strong>after making the labels column visible. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.18.14.png" alt=""></figure>
<p style="text-align: justify">Or from the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a><strong> </strong>by clicking on the label option in the deal summary on the left-hand side</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.21.08.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can assign up to 100 labels to a deal.</div>
<p style="text-align: justify"><strong>How can I add new deal labels?</strong></p>
<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with the right permissions.</div>
<p style="text-align: justify">You can add new labels from the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view.</a> Within the deal summary on the left-hand side, click on the label to display the dropdown menu where you can edit your labels. Select <strong>"</strong><strong>+ Add new label"</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20new%20label.png" alt=""></figure>
<p style="text-align: justify">To add a new label from your deals list view, click on the <strong>pencil icon </strong>of your deal labels and select <strong>"</strong><strong>+ Add label"</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20label%20deal%20view.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="editing-or-deleting-deal-labels"></a>Editing or deleting deal labels<br>
</h2>
<p style="text-align: justify">Editing your deal labels can be done from either the deal detail view or list view by clicking on the label you would like to edit. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.44.33.png" alt=""></figure>
<p style="text-align: justify">Once the name and color have been edited, click on the green button to <strong>Save</strong> the changes. You may also delete this selected label by clicking the <strong>trash can icon</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.46.17.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-deal-labels"></a>Viewing deal labels</h2>
<p style="text-align: justify">You can view your deal labels in <strong>list view</strong> under the label column. To make the labels column visible, click on the <strong>gea</strong><strong>r</strong> icon<strong>, </strong> select the <strong>"Label"</strong> field to be displayed, and click <strong>"Save"</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.50.01.png" alt=""></figure>
<p style="text-align: justify">In the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener"><strong>deal</strong> </a><strong><a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">detail view</a>,</strong> you can view the assigned label in the <strong>Summary</strong> on the left-hand side of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2017.54.16.png" alt=""></figure>
<p style="text-align: justify">Once you have assigned a label to a deal, you will see the corresponding label color on your deal card in the <a href="https://support.pipedrive.com/hc/en/articles/360000106229-Pipeline-View" target="_blank" rel="noreferrer noopener">pipeline view.</a></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2018.01.10.png" alt=""></figure>

Deal labels

how-to-assign-and-create-deal-labels

How to assign and create deal labels

editing-or-deleting-deal-labels

Editing or deleting deal labels

viewing-deal-labels

Viewing deal labels

<div class="support-note success primary"><strong>Note:</strong> The number of open deals you can have depends on which plan you are on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p>There are two methods to add deals in bulk to Pipedrive and both are through <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">importing</a>.<strong><br></strong></p>
<hr>
<p style="text-align: justify"><strong>If you don't have contact people or organizations added to your company account:</strong></p>
<p style="text-align: justify">Import them with a spreadsheet, adding all details as possible such as contact person or organization, deal value, follow-up activities, etc.<br></p>
<p style="text-align: justify">You can find our sample import spreadsheets on <a href="https://support.pipedrive.com/article/importing-sample-import-spreadsheets">this page</a>.</p>

<div class="support-note success primary"><strong>Note: </strong>Deals must have either a contact person or organization linked.</div>
<hr>
<p style="text-align: justify"><strong>If you already have contact people or organizations added to your company account and wish to add deals for them in bulk:</strong></p>

<p style="text-align: justify">We suggest utilizing the <a href="https://support.pipedrive.com/hc/en/articles/208061095-How-to-bulk-update-your-Pipedrive-data-with-a-spreadsheet" target="_blank" rel="noreferrer noopener">Pipedrive System ID function when importing a spreadsheet</a>.</p>
<p style="text-align: justify">To acquire a spreadsheet containing the necessary person or organization IDs, go to the <a href="https://support.pipedrive.com/article/list-view">list view</a> and use the gear icon to make the appropriate <strong>Pipedrive System ID</strong> field visible.</p>
<p style="text-align: justify">Once that field is visible, <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">export</a> the filter results to a spreadsheet, provide the necessary deal information and <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> that spreadsheet back into your Pipedrive account.</p>
<div class="support-note success primary"><strong>Note:</strong> Exporting from the list view is only available to admin users and regular users with permissions.</div>

<p style="text-align: justify">If you need to change the contact person or organization linked to a deal, you have a few options. You can: </p>
<ul><li>Add a new contact</li><li>Switch the contact for another one in your account</li><li>Rename the existing contact</li></ul>
<hr>
<p style="text-align: justify"><a name="C1IamCs"></a></p>
<h2 style="text-align: justify">Adding a new contact<a name="adding-a-new-contact"></a></h2>
<p style="text-align: justify"><strong>Detail view</strong><br></p>
<p style="text-align: justify">Click the <strong>pencil</strong> icon to the right of your linked contact in the detail view <strong>summary</strong>, then delete the existing contact and type in the name of your new one.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contact%201.jpg" alt=""></figure>
<h2 style="text-align: justify"> 
</h2>
<p style="text-align: justify">If that contact doesn’t exist in your account, you’ll see the option to <strong>“Add [new contact name] as new contact.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contact%202.jpg" alt=""></figure>
<p style="text-align: justify">After that, hit <strong>“Save” </strong>and a window will open where you can fill out your new contact’s basic information. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%203.jpg" alt=""></figure>
<p style="text-align: justify">Once you click <strong>“Save” </strong>in the contact creator, the new contact will be linked to your deal.</p>
<p><strong>List view</strong></p>
<p style="text-align: justify">From your deal list view, you can change a linked contact by hovering over it and clicking the <strong>pencil </strong>icon<strong>.</strong></p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%205.jpg" alt=""></figure>
<p style="text-align: justify">Then delete the existing contact and type the name of the new one. If it doesn’t exist, you can add it as a new contact.</p>

<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%206.jpg" alt=""></figure>
<p style="text-align: justify">After you choose your new contact, click <strong>“Save.”</strong><strong><br></strong></p>
<hr>
<p style="text-align: justify"><a name="C2IamCs"></a></p>
<h2 style="text-align: justify">Switching to a different contact<a name="switching-to-a-different-contact"></a></h2>
<p style="text-align: justify"><strong>Detail view</strong></p>
<p style="text-align: justify">Click the <strong>pencil</strong> icon next to your linked contact, delete the existing contact and type in the desired one. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contact%201.jpg" alt=""></figure>
<p style="text-align: justify">Starting at two letters, you’ll see a dropdown of options that best match what you’ve typed in. When you see the contact you want, click on it and <strong>“Save.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gif%20crop.gif" alt=""></figure>
<p style="text-align: justify"><strong>List view</strong></p>
<p style="text-align: justify">From your deal list view, you can change a linked contact by hovering over it and clicking the <strong>pencil </strong>icon<strong>.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%205.jpg" alt=""></figure>
<p style="text-align: justify">Then type the name of your preferred contact, and if it already exists in Pipedrive, you can select it from the dropdown. </p>

<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%204.jpg" alt=""></figure>
<p style="text-align: justify">After you choose your new contact, hit <strong>“Save.”</strong></p>
<hr>
<p style="text-align: justify"><a name="C3IamCs"></a></p>
<h2 style="text-align: justify">Renaming a contact <a name="renaming-a-contact"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>To rename a contact, you need to edit under the <strong>person </strong>or<strong> organization</strong> sidebar sections, not the summary section.<br></div>
<p style="text-align: justify">To rename a linked contact, hover your cursor over the contact and click the <strong>pencil</strong> icon. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%207.jpg" alt=""></figure>
<p style="text-align: justify"> </p>
<p style="text-align: justify">Then type in your desired changes, and select <strong>“Rename.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/editing%20contacts%208.jpg" alt=""></figure>

Editing the contact linked to a deal

adding-a-new-contact

Adding a new contact

switching-to-a-different-contact

Switching to a different contact

renaming-a-contact

Renaming a contact

<div class="support-note success primary"><strong>Note: </strong>To edit the <strong>deal created</strong> field, that column must be visible in your list view. To learn how to customize your list view columns, check out <a href="https://support.pipedrive.com/article/customizing-the-columns-in-the-list-view" target="_blank" rel="noreferrer noopener">this article</a>. <br></div>
<p style="text-align: justify">To edit the creation date for a deal: </p><ul><li>Go to your deal list view</li><li>Hover your cursor over the desired deal in your <strong>deal created</strong> column </li><li>Click the <strong>pencil</strong> icon</li><li>Select your preferred date </li><li>Click <strong>“Save”</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-09%20at%2010-36-01.gif" alt=""></figure>
<p style="text-align: justify">You can edit the day a deal was created, but you can’t edit the time. So a deal whose creation date was edited will always show a creation time of 12:00 AM. </p>
<div class="support-note success primary"><strong>Note: </strong>Changing a deal’s creation date will affect how the deal is reflected in your <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights reports</a>. </div>

How can I edit the "Deal created" date?

<div class="support-note success primary"><strong>Note</strong>: This action is only available to users with <strong>deals admin</strong> permissions enabled.<br></div>
<p style="text-align: justify">A deal is marked as <strong>WON</strong> when it’s closed and a sale was made, or the intended marketing goal was met. If you prematurely mark a deal as won, you may want to change the <strong>won time</strong> for that deal later on.</p>
<p style="text-align: justify">There are two locations in Pipedrive where you can change a deal’s won time.</p>

<hr>
<h2 style="text-align: justify">Deal detail view</h2>
<p style="text-align: justify">To edit a deal’s won time in the detail view, click the<strong> pencil</strong> icon next to <strong>w</strong><strong>on time</strong> under details.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/won%20time%201.jpg" alt=""></figure>
<p style="text-align: justify">That will open a calendar view where you’ll select the desired date, then click <strong>“Save.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/won%20time%202.jpg" alt=""></figure>
<p style="text-align: justify"><strong><br></strong></p>
<hr>
<h2 style="text-align: justify">Deal list view</h2>
<p style="text-align: justify">To change a deal’s won time in the list view, start by <a href="https://support.pipedrive.com/article/how-can-i-add-or-remove-columns-in-the-list-view" target="_blank" rel="noreferrer noopener">editing your columns</a> to include <strong>won time</strong>. <br> <br>After you add the won time column, edit the date by clicking the <strong>pencil</strong> icon next to the won time value.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/won%20time%203.jpg" alt=""></figure>
<p style="text-align: justify">Select your desired date from the calendar view, then click <strong>“Save.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/won%20time%204.jpg" alt=""></figure>

How can I edit the deal won time?

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can learn more about deals and how best to manage them in <a href="https://support.pipedrive.com/article/deals-what-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">this article</a>.<br></div>
<p style="text-align: justify">There are three locations in Pipedrive where a deal can be moved to another pipeline. </p>
<ul><li>Pipeline view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-04%20at%2011-24-39.gif" alt=""></figure>
<ul><li>List view (by selecting at least one deal, then using the <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">bulk edit</a> tool.) </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/move%20deal%201.jpg" alt=""></figure>
<ul><li>Detail view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-04%20at%2011-40-50.gif" alt=""></figure>
<div class="support-note primary"><strong>Note:</strong> When you move a deal to another pipeline, it no longer shows up in reports for the previous pipeline. </div>

How can I move a deal to another pipeline?

<div class="support-note success primary"><strong>Note:</strong> The number of open deals you can have depends on your plan. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">When working in Pipedrive, you may need two copies of the same deal but don’t want to spend the time making a second version from scratch. </p>
<p style="text-align: justify">With the duplication feature, you can save yourself time and energy and get your deal copied fast. </p>
<hr>
<h2>How to duplicate a deal</h2>
<p style="text-align: justify">To duplicate a deal, go to its <strong>detail view</strong>, click the “<strong>...</strong>” and select <strong>“</strong><strong>Duplicate</strong>.<strong>”</strong><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duplicate%204.jpg" alt=""></figure>
<p style="text-align: justify">Once you confirm, you’ll be redirected to the detail view of your duplicate deal, with <strong>copy</strong> added to its title. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20duplicate%205.jpg" alt=""></figure>
<hr>
<h2>Which data does a duplicate have?</h2>
<p style="text-align: justify">Here’s a visual to show which data gets copied over to a duplicate deal, and which doesn’t. </p>
<p style="text-align: justify"></p>

<table><tbody><tr><td><div style="text-align: justify"><strong>Data type</strong></div></td><td><div style="text-align: justify"><strong>In the duplicate?</strong></div></td></tr><tr><td><div style="text-align: justify">Linked people, organizations, products and projects</div></td><td><div style="text-align: justify">Yes</div></td></tr><tr><td><div style="text-align: justify">Labels</div></td><td><div style="text-align: justify">Yes</div></td></tr><tr><td><div style="text-align: justify">Deal value and probability </div></td><td><div style="text-align: justify">Yes</div></td></tr><tr><td><div style="text-align: justify">Stage and pipeline</div></td><td><div style="text-align: justify">Yes</div></td></tr><tr><td><div style="text-align: justify">Activities </div></td><td><div style="text-align: justify">No</div></td></tr><tr><td><div style="text-align: justify">Sent and received emails </div></td><td><div style="text-align: justify">No</div></td></tr><tr><td><div style="text-align: justify">Notes</div></td><td><div style="text-align: justify">No</div></td></tr><tr><td><div style="text-align: justify">@mentions or comments</div></td><td><div style="text-align: justify">No</div></td></tr><tr><td><div style="text-align: justify">Files and documents</div></td><td><div style="text-align: justify">No</div></td></tr><tr><td><div style="text-align: justify">Subscription or recurring payments</div></td><td><div style="text-align: justify">No</div></td></tr></tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you need to merge two existing deals or contacts into one, you can learn how in <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">this article</a>.</div>

How can I duplicate a deal?

<div class="support-note primary">
<strong>Note: </strong>This action is only available to admin users. The number of open deals you can have depends on which plan you are on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">To restore a deleted deal, go into the <strong>detail view</strong> of that deal and click on the “<strong>Reopen“</strong> button found toward the upper-right corner.</p>
<p style="text-align: justify">This will reopen the deal in the same stage it was in when marked as “<strong>Deleted</strong>”.<br> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2014.37.57.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Deleted deals can be reopened up to 30 days after deletion. After 30 days the deals are permanently deleted and can’t be accessed or reopened.</div>
<p style="text-align: justify"><strong>Restoring deals in bulk</strong></p>
<p style="text-align: justify">If you’d like to restore more than one deleted deal, we suggest first <a href="https://support.pipedrive.com/hc/en/articles/360011053478" target="_blank" rel="noreferrer noopener">filtering</a> to find deleted deals in your Pipedrive account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2014.41.57.png" alt=""></figure>
<p style="text-align: justify">When done, use the <strong>bulk edit</strong> functionality to select all of the deals you would like to restore. In the bulk edit panel that appears, find the “<strong>Status</strong>” field, select “<strong>Edit current value...</strong>” and then select<strong> </strong>“<strong>Open“</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2014.45.14.png" alt=""></figure>
<p style="text-align: justify">Click the “<strong>Edit deals</strong>” button to save these status changes.</p>

How can I restore deleted deals?

<div class="support-note success primary"><strong>Note: </strong>Total values are shown in your default currency, and deals with a different currency are automatically converted and reflected in the total value.</div>
<p style="text-align: justify">Understanding the value of your deals is vital to deciding how best to use your time. In Pipedrive, you can see the total value of your deals both by stage and pipeline. </p>
<hr>
<h2 style="text-align: justify">
<a name="viewing-total-value-by-stage"></a>Viewing total value by stage </h2>
<p style="text-align: justify">To see a pipeline stage’s total value, hover your cursor over the name of the stage. You’ll see a box containing the total value, as well as a breakdown of each currency. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/total%20value%201.jpg" alt=""></figure>
<p style="text-align: justify"><br> If you have <a href="https://support.pipedrive.com/hc/en/articles/115005650549-How-can-I-set-stage-probability-" target="_blank" rel="noreferrer noopener">stage probability</a> or <a href="https://support.pipedrive.com/hc/en/articles/115005650709-How-can-I-set-deal-probability-" target="_blank" rel="noreferrer noopener">deal probability</a> set up, you’ll see the weighted total value of your deals compared to the unweighted total. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/total%20value%202.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="viewing-total-value-by-pipeline"></a>Viewing total value by pipeline</h2>
<p style="text-align: justify">You can see your pipeline’s total value at the top of your pipeline view, along with the weighted value and number of deals. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/total%20value%203.jpg" alt=""></figure>
<p style="text-align: justify">You can click on that display to open a breakdown of the data by currency. </p>
<hr>
<h2 style="text-align: justify">
<a name="viewing-total-value-in-the-list-view"></a>Viewing total value in the list view</h2>
<div class="support-note success primary"><strong>Note: </strong>You can create <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" rel="noreferrer noopener">filters</a> to customize your total value reports in the list view.</div>
<p style="text-align: justify">You can also see the total value, weighted value and number of deals at the top of your list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/total%20value%204.jpg" alt=""></figure>
<p style="text-align: justify">These values represent every deal within the filter results of your list view. <br></p>

How can I see the total value of my deals by stage or pipeline?

viewing-total-value-by-stage

Viewing total value by stage

viewing-total-value-by-pipeline

Viewing total value by pipeline

viewing-total-value-in-the-list-view

Viewing total value in the list view

Learn how multiple people can be linked to a deal and improve your workflow

<p style="text-align: justify">A deal in Pipedrive can only have one connected person contact.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/people%20linked%20to%20deals.jpg" alt=""></figure>
<p style="text-align: justify">If needed, other people can be linked to a deal as <a href="https://support.pipedrive.com/en/article/participants" target="_blank" rel="noreferrer noopener">participants</a>. Participants can be added to a deal from the <strong>Participants</strong> sidebar section of the <strong>detail view</strong>.</p>

Can multiple people be linked to a deal?

<p style="text-align: justify">Knowing the status of your deals is important for prioritizing your time and optimizing your efforts. </p>
<p style="text-align: justify">You can filter for your won, lost or deleted deals in the <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" rel="noreferrer noopener">pipeline view</a> and deals <a href="https://support.pipedrive.com/hc/en/articles/360000146149" target="_blank" rel="noreferrer noopener">list view</a>.</p>
<hr>
<h2 style="text-align: justify">Filtering in the pipeline view<a name="filtering-in-the-pipeline-view"></a></h2>
<p style="text-align: justify"><strong>Pre-defined filters</strong></p>
<p style="text-align: justify">You can select a pre-defined filter for won, lost or deleted deals by clicking the <strong>filter dropdown</strong> in the top right corner and selecting the desired filter.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filter%20for%20deals%201.jpg" alt=""></figure>
<p style="text-align: justify">If you are unable to find these filters, you can create new ones with the same conditions. </p>
<p><strong>Adding a new filter</strong></p>
<p style="text-align: justify">To create a filter, go to the filter dropdown and select <strong>“Add new filter.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filter%20for%20deals%202.2.jpg" alt=""></figure>
<p style="text-align: justify">Use these conditions to see all of your won, lost and deleted deals: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filter%20for%20deals%203.jpg" alt=""></figure>
<p style="text-align: justify">Or you can filter for one of those conditions at a time: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filter%20for%20deals%204.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Filtering in the list view<a name="filtering-in-the-list-view"></a></h2>
<p style="text-align: justify">Since filters are shared between the pipeline and list views, the same pre-defined and custom filters from your pipeline view are available in the list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filtering%20for%20deals%205.jpg" alt=""></figure>
<p style="text-align: justify">If you want the same results in the list view that you saw in your pipeline view, specify the pipeline that you want to see data for. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filtering%20for%20deals%206.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>To learn more about what you can accomplish with filtering, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article</a>. </div>

Filtering for my won, lost, or deleted deals

filtering-in-the-pipeline-view

Filtering in the pipeline view

filtering-in-the-list-view

Filtering in the list view

<p style="text-align: justify">Leads and deals are closely related, and understanding each is vital for getting the most out of your Pipedrive account. Learn more about lead management in <a href="https://www.pipedrive.com/products/sales/leads" target="_blank" rel="noreferrer noopener">this post</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
<div>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Leads are not affected by <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">usage limits</a>.<br></div>
<p style="text-align: justify">In the early stages of your lead generation process, you may find yourself with <strong>potential deals</strong> sitting in the early stages of your pipeline. They’re not ready to move forward through the sales process and aren’t cold enough to be lost or deleted. <br></p>

<p style="text-align: justify">That’s why our <a href="https://support.pipedrive.com/en/article/leads-inbox" target="_blank" rel="noreferrer noopener">Leads Inbox</a> is a separate inbox to keep your prequalified leads in before they become <a href="https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deals</a>. </p>
<p>Learn more about <a href="https://www.pipedrive.com/en/roles/crm-for-lead-managers">lead management</a></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%204.jpg" alt=""></figure>
<p style="text-align: justify">Once you decide which leads should be qualified, you can easily convert them to deals and add them directly into your pipeline to start your sales process.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%202.jpg" alt=""></figure>
<div>Here are a few things to keep in mind about leads: </div><ul>
<li>Leads can be linked with a person, an organization or both.</li>
<li>Leads can be used to organize your potential clients before moving them to your sales pipeline.</li>
<li>Leads can be <a href="https://support.pipedrive.com/en/article/how-can-i-import-leads" target="_blank" rel="noreferrer noopener">imported into your account.</a></li></ul></div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%203.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals</h2>
<div class="support-note success primary"><strong>Note:</strong> The number of <strong>open deals </strong>you can have depends on the plan you’re on, which you can learn more about in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>. </div>
<p style="text-align: justify">In Pipedrive, the ongoing transaction you’re pursuing with a person or organization is tracked as a deal, and is processed through the stages of your <a href="https://support.pipedrive.com/article/pipeline-view" target="_blank" rel="noreferrer noopener">pipeline</a> until it’s either <strong>WON</strong> or <strong>LOST</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%206.jpg" alt=""></figure>
<p>Clicking on a deal opens its detail view, where you can see any linked contacts, products, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">projects</a> or activities. <br><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%205.jpg" alt=""></figure>
<div>You can also see <a href="https://support.pipedrive.com/article/recurring-revenue-feature" target="_blank" rel="noreferrer noopener">recurring revenue</a> information, <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank" rel="noreferrer noopener">documents</a>, files and <a href="https://support.pipedrive.com/article/email-sync" target="_blank" rel="noreferrer noopener">emails</a> exchanged with the linked contact.</div>
<div class="support-note success primary"><strong>Note: </strong>For more information about deals, check out this in-depth <a href="https://support.pipedrive.com/article/deals-what-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">article</a>.</div>

<p>Learn more about <a href="https://www.pipedrive.com/en/products/sales/deal-management">deal management</a></p>
<div>
<hr></div>
<h2>Leads vs. deals<a name="leads-vs-deals"></a></h2>
<p>The differences between leads and deals are important for understanding how each can best serve your sales process. </p>
<table><tbody><tr><td><strong>Feature</strong></td><td><strong>Leads</strong></td><td><strong>Deals</strong></td></tr><tr><td><strong>Link to projects and products</strong></td><td>No</td><td>Yes</td></tr><tr><td><strong>Create documents and upload files</strong></td><td>No</td><td>Yes</td></tr><tr><td><strong>Can be created through <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">Leadbooster</a> tools</strong></td><td>Yes</td><td>No</td></tr><tr><td><strong>Can be archived</strong></td><td>Yes</td><td>No</td></tr><tr><td><strong>Invoicing</strong></td><td>No</td><td>Yes</td></tr><tr><td><a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener"><strong>Formula fields</strong></a></td><td>No</td><td>Yes</td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/participants" target="_blank" rel="noreferrer noopener">Participants</a></strong></td><td>No</td><td>Yes</td></tr><tr><td><strong>Goes in a pipeline/stage</strong></td><td>No</td><td>Yes</td></tr><tr><td><strong>Changelog</strong></td><td>No</td><td>Yes</td></tr></tbody></table>
<div class="support-note success primary"><strong>Note</strong>: Deals can be created using <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">web forms</a>, which are part of the Leadbooster package.</div>
<hr>
<h2 style="text-align: justify">Converting leads to deals<br><a name="converting-leads-to-deals"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Any person and organization information from the lead will be transferred to the deal, as well as notes, mentions, comments and activities. </div>
<p style="text-align: justify"><strong>List view</strong><br></p>
<p style="text-align: justify">When you have qualified leads ready to be pursued as deals in your pipeline, select them in the list view and click <strong>“Convert to deals.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%202.jpg" alt=""></figure>
<div><p style="text-align: justify">Hit ”<strong>Convert</strong>” to confirm your choice, and the leads will be deleted and replaced by deals in the specified pipeline.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%208.jpg" alt=""></figure><div class="support-note success primary"><strong>Note: </strong>If Pipedrive recognizes a potential duplicate contact, you’ll be prompted to review and select an existing contact if applicable.<br></div>
<p><strong>Detail view</strong></p>
<p>You can convert a single lead from its detail view by clicking the <strong>“Convert to deal”</strong> button in the bottom left corner. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/l%20v%20d%207.jpg" alt=""></figure>
</div>

Leads vs. deals

leads

Leads

deals

Deals

leads-vs-deals

converting-leads-to-deals

Converting leads to deals

<div class="support-note success primary"><strong>Note: </strong>Learn more about <strong>usage limits in Pipedrive</strong> in <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p style="text-align: justify">In Pipedrive, the number of open deals in your account depends on your plan.</p>
<p style="text-align: justify">If your open deals limit is reached, deals created by <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automations</a> and LeadBooster (<a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> or <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">Web Forms</a>) will no longer be added to your pipeline and instead sent to your <strong>deals waitlist</strong>.<br></p>
<hr>
<h2 style="text-align: justify">Viewing the waitlist<a name="viewing-the-waitlist"></a></h2>
<p style="text-align: justify">To view the waitlist, go to <strong>Settings &gt; <a href="https://app.pipedrive.com/settings/usage-caps" target="_blank" rel="noreferrer noopener">Usage</a> &gt; Deals waitlist</strong>.</p>
<p style="text-align: justify">Here, you can view the deal name, source, and created date of each item. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/deals-waitlist-screenshot%20%281%29.png" alt=""></figure><h3>How many deals can I have on the waitlist?<a name="how-many-deals-can-i-have-on-the-waitlist"></a></h3>
<p>The deals that you can have on your waitlist depend on the plan you’re on.</p><table><tbody><tr><td><div style="text-align: center"><strong>Plan</strong></div></td><td><div style="text-align: center"><strong>Deals on waitlist</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Essential</strong></div></td><td><p style="text-align: center">750</p></td></tr><tr><td><div style="text-align: center"><strong>Advanced</strong></div></td><td><div style="text-align: center">2,500</div></td></tr><tr><td><div style="text-align: center"><strong>Professional</strong></div></td><td><p style="text-align: center">25,000</p></td></tr><tr><td><div style="text-align: center"><strong>Power</strong></div></td><td><div style="text-align: center">50,000</div></td></tr><tr><td><p style="text-align: center"><strong>Enterprise</strong></p></td><td><div style="text-align: center">Unlimited</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">What can I do on the waitlist?<a name="what-can-i-do-on-the-waitlist"></a></h2>
<h3 style="text-align: justify">Sorting<a name="sorting"></a></h3>
<p style="text-align: justify">You can sort the deals in the waitlist by their creation time. The newest deals appear at the top of the list, but if you need to change the order of the deals in the list, click on <strong>“</strong><strong>Created”</strong>.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/waitlist_sort.png" alt=""></figure>
<h3 style="text-align: justify">Filtering<a name="filtering"></a></h3>
<p style="text-align: justify">By default, the waitlist displays all deals; however, it is possible to filter them based on their source. E.g., API, automations, Chatbot and Web forms.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20on%202021-12-06%20at%2016-35-33.png" alt=""></figure>
<h3 style="text-align: justify">Bulk select<a name="bulk-select"></a></h3>
<p style="text-align: justify">This option allows you to select and add items directly from the waitlist to your pipeline. The <strong>Add to pipeline</strong> button will indicate how many deals you will be able to add from the waitlist, and this number will be adjusted to the number of spaces you have available in your pipeline. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20on%202021-12-06%20at%2016-36-41.png" alt=""></figure>
<p style="text-align: justify">If you select and try to add more deals than the space in your pipeline allows, the system will allow you to add only the number of the oldest deals on the waitlist.</p>
<p style="text-align: justify">If you don’t wish to add the oldest deals, you’ll see the option to <strong>select specific deals</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/add%20oldest%20deal.png" alt=""></figure>
<p style="text-align: justify">The bulk select feature also lets you delete the deals you no longer need or want to add to your pipeline. Select the items you want to delete and click on the trash bin button.<br></p>
<figure><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot%20on%202021-12-06%20at%2016-37-18.png" alt=""></strong></figure>
<div class="support-note success primary"><strong>Note:</strong> The deals that were successfully added to the pipeline by using the <strong>Add to pipeline</strong> button will automatically get deleted from the waitlist.</div>
<div class="support-note warning"><strong>Note:</strong> Deals that have been on the waitlist for one year will be automatically deleted.</div>
<h3 style="text-align: justify">Exporting<a name="exporting"></a></h3>
<p style="text-align: justify">This feature exports all the deals in the waitlist into a single CSV file. You can then import and add them to your account when free space has been made. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/export%20waitlist.png" alt=""></figure>
<p style="text-align: justify">If the deal cap is reached, the import will fail either completely or partially. Learn more about importing in <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">this article</a>. </p>
<div class="support-note success primary"><strong>Note: </strong>If you reach your open deals limit while importing, the extra deals will be added to your <a href="https://support.pipedrive.com/article/importing-errors-and-skip-files" target="_blank" rel="noreferrer noopener">skip file</a> with a the message: <strong>"</strong><strong>Open deal limit reached. Couldn't add the deal".</strong></div>
<hr>
<h2 style="text-align: justify">Deals from automations<a name="deals-from-automations"></a></h2>
<p style="text-align: justify">When you’re at your open deal limit, any <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">workflow automation</a> set up to create a new open deal or convert a lead to an open deal will fail at that step.</p>
<p style="text-align: justify">In both cases, a new deal won’t be created, and, in the latter, the lead will remain unconverted in your <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">leads<strong> </strong>inbox</a>. Instead, the new deal that was not created will be sent to your <strong>deals waitlist</strong>. </p>
<p style="text-align: justify">If you have an automation set up to convert a closed deal to an open deal, that automation will also fail at that step, but no deal will be sent to your <strong>deals waitlist </strong>as the automation was updating an old deal and not creating a new one.</p>
<div class="support-note success primary"><strong>Note:</strong> If you’re at your deals limit, automated activities, emails, notes and other items that are linked to the creation of a new deal by the workflow automation won’t be triggered and the deal will be sent to the waitlist. For example, you have an automation set to create a deal and an activity when creating a contact person. If you’re at your deals limit, the deal will be sent to the waitlist and the activity will not be created. </div>
<hr>
<h2 style="text-align: justify">Deals from LeadBooster <a name="deals-from-lead-booster"></a></h2>
<p style="text-align: justify">When you are at your open deal limit, any LeadBooster <a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> or <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">Web Form</a> set up to create a new open deal will fail. However, a new contact will still be created with an attached note of the Chatbot conversation or Web Form submission.</p>
<p style="text-align: justify">If the person or organization interacting with your Chatbot or Web Form was already in your contacts, that existing contact would be updated with a note. In both cases, the new deal that was not created will instead be sent to your <strong>deals waitlist</strong>.<br></p>
<hr>
<h2 style="text-align: justify">Deals from the mobile app<a name="deals-from-the-mobile-app"></a></h2>
<p style="text-align: justify">The deals waitlist is currently available only on the web app; however, when you exceed the open deals limit, you won’t be able to add any new deals via the mobile app.</p>
<p style="text-align: justify">If that happens, you’ll see an alert about the exceeded open deals limit.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/waitlist%20mobile.png" alt=""></figure>
<p style="text-align: justify">If you’re adding deals while Pipedrive is offline, those deals will be saved in the mobile deal list and synced to Pipedrive web when you are online.</p>
<p style="text-align: justify">If the usage limit has been reached, the new deals added on the mobile app while offline will fail to sync when going online and will be added after you have freed up space.<br></p>
<div class="support-note success primary"><strong>Note</strong>: If you delete the mobile app while there are unsynced deals and then re-install the app, the deals that were unsynced at the time the app was deleted will be lost and cannot be recovered.</div>

Deals waitlist

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How many deals can I have on the waitlist?

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sorting

Sorting

filtering

Filtering

bulk-select

Bulk select

exporting

Exporting

What can I do on the waitlist?

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Deals from automations

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Deals from LeadBooster

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Deals from the mobile app

<p style="text-align: justify"><strong>D</strong><strong>eals</strong> are used in Pipedrive to reflect sales and the process used to complete them. But what about after-sales actions businesses take, including internal, pre-sales and post-sales operations? </p>
<p style="text-align: justify">You can use <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects</a> to reflect these processes, such as shipping a product after a sale is completed or following up with clients regarding repeat sales opportunities. With <strong>Projects, </strong>you no longer need to duplicate your deals or create different pipelines. <br></p>
<hr>
<h2 style="text-align: justify">Projects </h2>
<p style="text-align: justify">When organizing your Pipedrive data, you may find ongoing initiatives that don't fit into the deal or lead categories. These might include long-term efforts with multiple activities and phases, such as planning a presentation before or during your sales processes or monitoring post-sales actions like shipping.</p>
<p style="text-align: justify">In Pipedrive, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects</a> is the perfect tool to address those needs.</p>
<p style="text-align: justify">You can: </p>
<ul><li>Link deals or contacts to your projects </li><li>Add activities at different phases</li><li>Monitor your projects' progress</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-06-01%20at%2011.42.16%20AM_2022-06-01-154538.png" alt=""></figure>
<p>Projects help users better organize <strong>project management</strong> activities, so they are not mixed up with <strong>sales</strong> activities (like those you would typically find linked to your Deals in the Pipeline), making their processes run smoother.</p>
<p>Learn more about <a href="https://www.pipedrive.com/en/roles/crm-project-management">CRM project management</a></p>
<hr>
<h2 style="text-align: justify">Deals<br></h2>
<div class="support-note success primary"><strong>Note: </strong>The number of open deals you can have depends on your plan. You can learn more about usage limits in <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>. Projects are not affected by usage limits.</div>
<p style="text-align: justify">Deals represent sales or other ongoing transactions within your Pipedrive account. The relationship between deals and projects is similar to that of deals and contacts. </p>
<p style="text-align: justify">A deal can be linked to a project and vice-versa. However, what makes the projects and deals unique is that you can link as many deals as you want to a Project and vice-versa: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-06-01%20at%2012.02.09%20PM.png" alt=""></figure>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-06-01%20at%2012.04.52%20PM.png" alt=""></figure>
<p style="text-align: justify">Click on a project's linked deal or the project linked to a deal and navigate between them: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ezgif-1-38dd0a8ce9.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>For more information about the Projects feature, head to our <a href="https://support.pipedrive.com/article/projects-by-pipedrive-faq" target="_blank" rel="noreferrer noopener">Projects FAQ</a>. </div>

Projects vs. deals

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with the correct <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" rel="noreferrer noopener">global permissions</a> enabled. The number of custom fields you can have depends on which plan you’re on. Learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">Pipedrive offers a <a href="https://www.pipedrive.com/products/sales/customizable-crm" target="_blank" rel="noreferrer noopener">highly customizable approach</a> 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 <strong>custom fields. </strong></p>
<p style="text-align: justify">With custom fields, you can document specific information needed to customize your data and organize and <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filter</a> it in Pipedrive based on these fields. </p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary">If you’re just getting started with Pipedrive, you can check out our <strong>“</strong><strong>Get started with the basics”</strong> <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>. </div>
<hr>
<h2 style="text-align: justify">
<a name="adding-custom-fields"></a>Adding custom fields </h2>
<div class="support-note success primary"><strong>Note:</strong> Not sure where to add your custom field? Learn more about how your data is organized <a href="https://support.pipedrive.com/hc/en/articles/206770039-How-your-data-is-organized" target="_blank" rel="noreferrer noopener">in this article.</a></div>
<p style="text-align: justify">Go to <strong>Settings &gt; Company &gt; <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">Data fields</a></strong>, and click “<strong>Add custom field</strong>.”<strong> </strong>The field can be added under <strong>L</strong><strong>ead/deal</strong>, <strong>Person</strong>, <strong>Organization</strong>, <strong>Product </strong>or <strong>Project</strong>. <br></p>
<p style="text-align: justify">In the window that appears, <strong>name</strong> the field and select the <strong>type</strong> 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.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-23%20at%208.42.14%20AM.png" width="912" height="556" alt=""></figure>
<p style="text-align: justify">You can learn about the types of custom fields available in <a href="https://support.pipedrive.com/hc/en/articles/115005197725" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cf%201.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong><strong>Leads</strong> use the same fields as <strong>deals</strong>. When a custom field is created for deals, the same field with the same name and properties will also be created for leads.<br></div>
<h3 style="text-align: justify">Field properties<a name="field-properties"></a></h3>
<p style="text-align: justify">When adding a custom field, you can choose the places where the field is shown in Pipedrive. </p>
<table><tbody><tr><td><strong>Appears in add view</strong></td><td>The custom field always appears in that item’s <strong>“Add new” </strong>dialog.</td></tr><tr><td><strong>Appears in project detail view</strong></td><td>The custom field always appears in a project's detail view, whether or not a value is added.</td></tr><tr><td><strong>Pipeline (for lead/deal custom fields only)</strong></td><td>You can hide some fields from specific pipelines and unclutter the deal detail view.</td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Pipeline-specific custom fields are only available for Professional and higher plans.<br></div>
<h3>Quality rules<a name="quality-rules"></a></h3>
<table><tbody><tr><td><strong>Required fields</strong></td><td>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.</td></tr><tr><td><strong>Important fields</strong></td><td>Marks a field as “important” in all or specific pipelines and stages. You can read more about important fields in <a href="https://support.pipedrive.com/hc/en/articles/360000943585-Important-Fields" target="_blank" rel="noreferrer noopener">this article</a>.</td></tr></tbody></table>
<h3>Where else can I add custom fields?<br><a name="where-else-can-i-add-custom-fields"></a></h3>
<p style="text-align: justify">Custom fields can also be added in the <strong>detail view</strong> of an item by going to <strong>Details &gt; Customize fields &gt; +Add a new field. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:769px;max-width:769px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-26%20at%2012-45-05.gif" width="769" height="539" alt=""></figure>
<p><strong><br></strong></p>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-custom-fields"></a>Viewing your custom fields </h2>
<p style="text-align: justify">You can add, view, or delete custom field values in the following places within Pipedrive. </p>
<h3 style="text-align: justify">Detail view<a name="detail-view"></a></h3>
<p>In the<strong> detail view</strong>, any custom fields can be found in the <strong>DETAILS</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-28%20at%208.33.35%20AM.png" width="574" height="364" alt=""></figure>
<h3 style="text-align: justify">List view<a name="list-view"></a></h3>
<p style="text-align: justify">Click on the gear icon to the right of the table and select the custom field in the “Choose columns” section. Click <strong>“Save”</strong> to make that custom field column visible in the list view.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-28%20at%208.07.36%20AM.png" alt=""></figure>
<h3 style="text-align: justify">Add new dialog<a name="add-new-dialog"></a></h3>
<p>If the <strong>“Show in add new dialog”</strong> option is marked as “Yes”, the custom field will appear in the “<strong>Add new</strong>” modals.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-28%20at%208.03.13%20AM.png" width="707" height="906" alt=""></figure>
<h3>Import<a name="import"></a></h3>
<p>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 <strong>mapping</strong> page.<br><br>Read more about importing <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">in this article</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:999px;max-width:999px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-26%20at%2012.32.02.png" width="999" height="534" alt=""></figure>
<hr>
<h2 style="text-align: justify">Updating your custom fields<br><a name="updating-your-custom-fields"></a></h2>
<p style="text-align: justify">To change your custom fields, go to <strong>Settings &gt; Company &gt; <a href="/settings/fields">Data fields</a></strong> and click the<strong> </strong>"<strong>...</strong>” button next to your custom field. </p>
<h3>Edit<a name="edit"></a></h3>
<p>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.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-28%20at%208.14.37%20AM.png" width="791" height="294" alt=""></figure>
<h3>Reorder<br><a name="reorder"></a></h3>
<p>You can change the order in which your custom fields are displayed.</p>
<p>After clicking on “<strong>R</strong><strong>eorder</strong>” you’ll be prompted with a window where you can change the order of fields. The changes will be applied to the <strong>Add new</strong> view and <strong>d</strong><strong>etail view</strong>.</p>
<center><figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-02-28%20at%2008-21-49.gif" width="494" height="442" alt=""></figure>
</center><h3>
Delete<a name="delete"></a></h3>
<p>Deleting your custom field will delete the field and its existing data from your Pipedrive account.</p>
<h3>
Copy API key<a name="copy-api-key"></a></h3>
<p>You can copy your custom field’s API key. For more information on how to use the API, you can look at our <a href="https://pipedrive.readme.io/docs" target="_blank" rel="noreferrer noopener">API documentation</a>. </p>
<hr>
<h2>Custom field grouping<a name="custom-field-grouping"></a></h2>
<p>You can organize your custom fields into groups, making it easier to find the field you need. </p>
<p>To add a new custom field group, click <strong>”+ Field group“ </strong>while creating or editing a custom field. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cf%202.jpg" alt=""></figure>
<p>After you create your group, you can see it in your <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener"><strong>data fields. </strong></a></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cf%203.jpg" alt=""></figure>
<p>You can view your fields in groups or in a standard list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/cf%204.jpg" alt=""></figure>
<hr>
<h2>Custom field statistics<a name="custom-field-statistics"></a></h2>
<p style="text-align: justify"><strong>Admin</strong> users may not always know where a field is used or what data might get lost if they delete fields.</p>
<p style="text-align: justify">To measure the success and usefulness of your fields and avoid accidental deletions when editing, users can see their creation and update dates, along with stats showing where it is filled in or used in filters.</p>
<p style="text-align: justify">To view the field stats, admin users must click on the field to open the edit view. Then, at the bottom-left corner, click <strong>“View field stats”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-24%20at%2015.18.46.png" alt=""></figure>
<p style="text-align: justify">Then, a prompt will be displayed with the field stats. With this information in mind, you can either go back to <strong>edit</strong> the field or <strong>delete</strong> it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-24%20at%2015.12.56.png" alt=""></figure>

Custom fields

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Where else can I add custom fields?

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<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. Setting up and editing the required fields can only be done by <strong>global</strong> <strong>admin users with account settings permissions</strong>.</div>
<p style="text-align: justify">During any sales process, the data that you collect on your clients is extremely important. Pipedrive's <strong>required fields </strong>allow you to select which of your <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" rel="noreferrer noopener"><strong>data fields</strong></a> should be mandatory while adding or editing a deal, contact person, or organization. This means that users in your account <strong>will not</strong> be able to add or edit new items or move deals until the required fields have been filled in.</p>
<hr>
<h2 style="text-align: justify"> <a name="how-to-make-a-field-required"></a>How to make a field required</h2>
<p style="text-align: justify">To use the required fields feature, go to <strong>Settings &gt; <a href="/settings/fields?type=DEAL">Data fields</a></strong>. When adding a custom field, you will see the option to make the field <strong>required</strong>. </p>
<p>By clicking to expand the options when editing a deal field, you can select which pipelines and stages your field will be required for. You also have the option to make your fields required in <strong>all pipelines, all stages</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.43.54.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> You can only expand the options for lead/deal type fields. Person, organization and product type fields will always be required.<br></div>
<p style="text-align: justify">You can edit your <strong>custom</strong> and <strong>default fields</strong> by going to <strong>Settings &gt; <a href="/settings/fields?type=DEAL">Data</a></strong><a href="/settings/fields?type=DEAL"><strong> fields</strong>. </a>Scroll down to the default field you would like to make required and click on it to edit the field.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-30%20at%2018-35-20.gif" alt=""></figure>
<p style="text-align: justify">Once you have marked your field as required, it will appear under the <strong>q</strong><strong>uality rules </strong>section of your data fields page. Here, you will see which of your fields are marked as required or <a href="https://support.pipedrive.com/hc/en/articles/360000943585" target="_blank" rel="noreferrer noopener">important</a>.</p>
<hr>
<h2 style="text-align: justify">Where do required fields appear?
<a name="where-do-required-fields-appear"></a></h2>
<p style="text-align: justify">If any of your users do try to add an item and leave a required field blank, they will see an error message stopping the item from being created.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-30%20at%2018.39.15.png" alt=""></figure>
<p style="text-align: justify">If any users try to move a deal to a new stage without a required field filled in, they will be prompted to add the required information.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-30%20at%2018.40.14.png" alt=""></figure>
<p style="text-align: justify">If you would like to bring attention to specific fields, but not make them mandatory, you may wish to try out our <a href="https://support.pipedrive.com/hc/en/articles/360000943585-Important-Fields" target="_blank" rel="noreferrer noopener"><strong>important fields</strong></a>. </p>
<div class="support-note success primary"><strong>Note: </strong>Currently, the required fields feature will not stop deals from progressing if the fields are updated via import, bulk-editing, API, automations, or third-party integrations.</div>

Required fields

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How to make a field required

where-do-required-fields-appear

Where do required fields appear?

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Advanced and higher plans. For information about the features of our different plans, check out <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">this page. </a></div>
<p style="text-align: justify">In sales, teams that have the most relevant information at their fingertips are able to act quicker, speak more confidently and produce effective results. Getting that information is simple, but how will you know when you have gaps in your knowledge?</p>
<p style="text-align: justify">With Pipedrive's <strong>Important Fields </strong>feature, you'll be able to see when you have data missing from your most vital fields in Pipedrive, so you can go get that information and close that deal.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/3YN9ss2fsN3hCKFakhCrGF.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="how-to-make-a-field-important"></a>How to make a field important</h2>
<p style="text-align: justify">To begin, go to <strong>Settings &gt; <a href="https://support.pipedrive.comapp.pipedrive.com/settings/fields?type=DEAL" target="_blank" rel="noreferrer noopener">Data fields</a> </strong>and click on the field<strong> </strong>that you want to configure as important for your company account.</p>
<p style="text-align: justify">Once you toggle the feature on for a field, check the boxes to customize which pipeline or stage should have the configuration for your important fields.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.49.47.png" alt=""></figure>
<p style="text-align: justify">For example,<strong> </strong>if obtaining the value of a deal is a task that must be done before a deal goes beyond the first stage of your pipeline, make sure to mark the value field as important for every stage except the first stage.</p>
<p style="text-align: justify">That way, if the deal progresses into a further stage without having any value, you will have a visual reminder to acquire that information. You can also select which pipelines and stages you would like to have your important fields in.<br></p>
<hr>
<h2 style="text-align: justify">
<a name="what-happens-when-important-fields-are-missing"></a>What happens when important fields are missing?</h2>
<p style="text-align: justify">When important fields have been enabled in your Pipedrive account, you may notice a flag in the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a> informing you that important fields are missing data.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2019.47.46.png" alt=""></figure>
<p style="text-align: justify">This notice is there to inform you that the fields listed have been marked as <strong>important</strong> for that stage or pipeline and that those fields are currently missing data.</p>
<p style="text-align: justify">To fix this, simply provide valuable data that should go into those fields and keep working on closing those deals.</p>

Important Fields

how-to-make-a-field-important

How to make a field important

what-happens-when-important-fields-are-missing

What happens when important fields are missing?

<div class="support-note success primary"><strong><strong>Note:</strong> </strong>The number of custom fields you can have is determined by the usage limits on your plan, which you can learn more about in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p style="text-align: justify">Custom fields can be used when the information you want to add to Pipedrive doesn’t exist as a default field. </p>
<p style="text-align: justify">For example, there is no default field for “job title,” but you can include that information using a <strong>single option</strong> or <strong>text</strong> type custom field under people contacts.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-02%20at%2014-12-34.gif" alt=""></figure>
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<h2 style="text-align: justify">Types of custom fields</h2>
<p style="text-align: justify">There are sixteen different types of <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" rel="noreferrer noopener">custom fields</a>, with different kinds of information you can add to your leads, deals, contacts, projects or products. </p>
<p style="text-align: justify"></p>
<p style="text-align: justify"></p>


<table><tbody><tr><td><div style="text-align: justify"><strong>Field name</strong></div></td><td><div style="text-align: justify"><strong>What it’s for</strong></div></td><td><div style="text-align: justify"><strong>Common uses</strong></div></td></tr><tr><td><div style="text-align: justify"><strong>Text</strong></div></td><td><div style="text-align: justify">Notes, URLs or other text</div></td><td><div style="text-align: justify">Secondary email addresses, (short) comments, job titles</div></td></tr><tr><td><div style="text-align: justify"><strong>Large text</strong></div></td><td><div style="text-align: justify">Longer notes</div></td><td><div style="text-align: justify">Longer comments, descriptions</div></td></tr><tr><td><div style="text-align: justify"><strong>Single option</strong></div></td><td><div style="text-align: justify">List of predefined options where only one can be selected (Maximum 500 options)</div></td><td><div style="text-align: justify">Category, industry, job title</div></td></tr><tr><td><div style="text-align: justify"><strong>Multiple options</strong></div></td><td><div style="text-align: justify">List of predefined options where multiple items can be selected (Maximum 500 options)</div></td><td><div style="text-align: justify">Industry, region, competitors, job title, item status</div></td></tr><tr><td><div style="text-align: justify"><strong>Autocomplete</strong></div></td><td><div style="text-align: justify">Auto-fills text based on previous inputs, stores up to 255 characters</div></td><td><div style="text-align: justify">Custom options (e.g., tagging), email addresses</div></td></tr><tr><td><div style="text-align: justify"><strong>Numerical</strong></div></td><td><div style="text-align: justify">Numerical data</div></td><td><div style="text-align: justify">Priority level, numbered ranking, units requested</div></td></tr><tr><td><div style="text-align: justify"><strong>Monetary</strong></div></td><td><div style="text-align: justify">Numerical data prefixed with a currency symbol.</div></td><td><div style="text-align: justify">Commission, estimates, costs</div></td></tr><tr><td><div style="text-align: justify"><strong>User</strong></div></td><td><div style="text-align: justify">Tag a Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/207341695-Users" target="_blank" rel="noreferrer noopener">user</a> from your Pipedrive account</div></td><td><div style="text-align: justify">Previous or secondary deal or contact owners, users related to the larger project</div></td></tr><tr><td><div style="text-align: justify"><strong>Organization</strong></div></td><td><div style="text-align: justify">Tag an <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">organization</a> from your Pipedrive database.</div></td><td><div style="text-align: justify">Related or secondary parties, partner organizations, holding companies</div></td></tr><tr><td><div style="text-align: justify"><strong>Person</strong></div></td><td><div style="text-align: justify">Tag a <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">person</a> from your Pipedrive database.</div></td><td><div style="text-align: justify">Related or secondary person contact</div></td></tr><tr><td><div style="text-align: justify"><strong>Phone</strong></div></td><td><div style="text-align: justify">Enter a phone number with <a href="https://support.pipedrive.com/hc/en/articles/207449505-Callto-Syntax-Make-VOIP-calls-from-Pipedrive-" target="_blank" rel="noreferrer noopener">click-to-call functionality.</a></div></td><td><div style="text-align: justify">Secondary Skype names, secondary phone numbers, primary phone number for linked item (deal, org.)</div></td></tr><tr><td><div style="text-align: justify"><strong>Time</strong></div></td><td><div style="text-align: justify">Specific time chosen from a time drop-down. Time format will match your default time zone format.</div></td><td><div style="text-align: justify">Delivery time, lunchtime</div></td></tr><tr><td><div style="text-align: justify"><strong>Time Range</strong></div></td><td><div style="text-align: justify">Range of time chosen from a time drop-down. Time format will match your default time zone format.</div></td><td><div style="text-align: justify">Office hours, best time to contact</div></td></tr><tr><td><div style="text-align: justify"><strong>Date</strong></div></td><td><div style="text-align: justify">Specific date chosen from a drop-down calendar</div></td><td><div style="text-align: justify">Delivery date, deadlines</div></td></tr><tr><td><div style="text-align: justify"><strong>Date Range</strong></div></td><td><div style="text-align: justify">Range of dates chosen from a drop-down calendar</div></td><td><div style="text-align: justify">Event dates, completion estimates, holidays</div></td></tr><tr><td><div style="text-align: justify"><strong>Address</strong></div></td><td><div style="text-align: justify">Stores full addresses using autocomplete from Google Maps.</div></td><td><div style="text-align: justify">Event places, secondary office locations (when separate from business address)</div></td></tr></tbody></table>
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<h2 style="text-align: justify">Things to keep in mind</h2>
<ul><li>User, organization, and person-type custom fields will click through to the item entered in those values.</li><li>People contacts in Pipedrive already have a default phone field, but a phone-type custom field can be added under other items (organizations, deals etc.)</li><li>Organizations in Pipedrive already have a default address field, but an address-type custom field can be added under other items (leads, projects etc.)</li><li>When adding a value in a person or organization field, if a contact with that name doesn’t already exist in your account, a new one will be created</li><li>Numerical and monetary fields for deals can also have formulas added to them. You can learn more about formula fields <a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener">in this article</a>.</li><li>Text fields can be used for URLs, and clicking a URL in a text field will redirect you to that webpage</li><li>Address custom fields behave like the default address fields under organizations, including subfields and the <a href="https://support.pipedrive.com/article/-show-on-map-feature" target="_blank" rel="noreferrer noopener">“Show on Map”</a> feature.</li><li>The currency of a monetary field will match your default currency setting unless otherwise specified.</li></ul>

What types of custom fields are there?

<div class="support-note primary">
<strong>Note:</strong> This action is only available to global admin users. </div>
<p style="text-align: justify">To add a <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" rel="noreferrer noopener">custom</a> or default field to your add deal, contact, product or project modal, go to <strong>Company settings &gt; <a href="/settings/fields">Data fields</a></strong> and select the tab of the prompt you want to add to add the field to.</p>
<p style="text-align: justify">You can then click on the data field (custom or default) you want to add to your add item prompt to update its “<b>Places where shown</b>” properties. </p>
<p style="text-align: justify">For example, if you want to add a person custom field to the <strong>add <strong>lead/deal</strong></strong>, <strong>add lead</strong> or <strong>add person</strong> modal, you can go to the <strong>“P</strong><strong>erson“ </strong>tab and click on the custom field you want to include.</p>
<p style="text-align: justify">For people fields, you will have the option to add it to the <strong>add lead/deal</strong> or <strong>add person</strong> modal. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2019.23.23.png" alt=""></figure>

<p style="text-align: justify">Once the option has been selected, it will now show up in the <strong>Add deal</strong> or <strong>Add person</strong> modal. </p>

<p><strong><br>Which fields can I add?</strong></p>
<p style="text-align: justify">The ability to add a data field to an <strong>Add item</strong> modal will depend on what kind of field you are trying to add and where you are trying to add it. </p>
<table>
<tbody>
<tr>
<td></td>
<td><strong>Add lead/deal prompt</strong></td>
<td><strong>Add person prompt</strong></td>
<td><strong>Add organization prompt</strong></td>
<td><strong>Add product prompt</strong></td><td><strong>Add project prompt</strong></td>
</tr>
<tr>
<td><strong>Lead/deal data field</strong></td>
<td><p style="text-align: center">✔️</p></td>
<td></td>
<td></td>
<td></td><td></td>
</tr>
<tr>
<td><strong>Person data field</strong></td>
<td><p style="text-align: center">✔️</p></td>
<td><p style="text-align: center">✔️</p></td>
<td></td>
<td></td><td></td>
</tr>
<tr>
<td><strong>Organization data field</strong></td>
<td><p style="text-align: center">✔️</p></td>
<td><p style="text-align: center">✔️</p></td>
<td><p style="text-align: center">✔️</p></td>
<td></td><td></td>
</tr>
<tr>
<td><strong>Product data field</strong></td>
<td></td>
<td></td>
<td></td>
<td><p style="text-align: center">✔️</p></td><td></td>
</tr><tr><td><strong>Project data field</strong></td><td></td><td></td><td></td><td></td><td><div style="text-align: center">✔️</div></td></tr>
</tbody>
</table>

How can I add data fields to an add deal, contact, product or project modal?

<div class="support-note success primary"><strong>Note: </strong>Only admins and regular users with the right permissions enabled can access the data fields settings.</div>
<p style="text-align: justify">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 <strong>data fields</strong> settings by going to <strong>Settings &gt; <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">Data fields</a></strong>.</p>
<hr>
<h2 style="text-align: justify"><a name="custom-fields"></a>Custom fields</h2>
<p style="text-align: justify">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 <strong>custom fields</strong>. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2017.05.31.png" alt=""></figure>
<p style="text-align: justify">These fields are viewable in the <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail view</a>, <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list view</a>, and <strong>Add New</strong> dialog. Learn more about adding and configuring these fields in our <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields article</a>.<br></p>
<div class="support-note success primary"><strong>Note:</strong> Formulas and pipeline-specific custom fields are only available for Professional and Enterprise users. The number of custom fields you can have depends on which plan you are on. Learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<hr>
<h2 style="text-align: justify"><a name="default-fields"></a>Default fields</h2>
<p style="text-align: justify">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. </p>
<p style="text-align: justify">You can find the <strong>default fields</strong> section right below the <strong>custom fields</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2017.09.18.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Default fields cannot be deleted.</div>
<p style="text-align: justify">These fields are viewable in the <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail</a>, <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list</a> and <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">project</a> views. The name or type of default fields cannot be edited, but the quality rules can.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.28.48.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The instant messengers, post addresses, notes, birthday/dates of birth and job title fields don't exist by default in Pipedrive. They are only created for contact persons when you set up your <strong>contact sync</strong>. You can learn more about contact sync in <a href="https://support.pipedrive.com/article/contact-sync">this article</a>.<br></div>
<hr>
<h2 style="text-align: justify"><a name="system-fields"></a>System fields</h2>
<p style="text-align: justify">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 <strong>Add New</strong> 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).<span style="color: rgb(192,80,77)"><br></span></p>
<p style="text-align: justify">You can find the <strong>system fields</strong> section right below the <strong>default fields</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.30.16.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>System fields cannot be edited or deleted.</div>
<p style="text-align: justify">These fields are always visible when <a href="https://support.pipedrive.com/en/article/importing-mapping-your-fields">mapping your imports</a>, and they are helpful to <a href="https://support.pipedrive.com/article/updating-pipedrive-data-with-a-spreadsheet" target="_blank" rel="noreferrer noopener">update data into Pipedrive with spreadsheets</a>.</p>
<hr>
<h2 style="text-align: justify">Pipeline-specific custom fields<a name="pipeline-specific-custom-fields"></a></h2>
<div class="support-note success primary"><strong>Note: </strong><strong>Pipeline-specific custom</strong><strong> fields</strong> are one of the many useful features of Pipedrive’s Professional and higher <a href="https://support.pipedrive.com/hc/en/articles/115005938909-What-features-do-the-Pipedrive-plans-have-" target="_blank" rel="noreferrer noopener">plans</a>. Setting up and editing the pipeline-specific fields can only be done by <strong>global</strong> <strong>admin users</strong>.</div>
<p style="text-align: justify">This feature allows you to add custom fields to <strong>deals</strong> that are in specific pipelines.</p>
<p style="text-align: justify">You can hide the field in the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a> 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.</p>
<p>To configure them, click on the <strong>“</strong><strong>Edit field”</strong> option and <strong>“</strong><strong>All pipelines</strong><strong>“</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.57.00.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Required fields<a name="required-fields"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The <strong>r</strong><strong>equired fields</strong> feature is one of the many useful features of Pipedrive’s Professional and Enterprise <a href="https://support.pipedrive.com/hc/en/articles/115005938909-What-features-do-the-Pipedrive-plans-have-" target="_blank" rel="noreferrer noopener">plans</a>. Setting up and editing the required fields can only be done by <strong>global</strong> <strong>admin users</strong>.</div>
<p style="text-align: justify">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. <br></p>
<p style="text-align: justify">To configure them, click on the <strong>“</strong><strong>Edit field”</strong> option and toggle the option for <strong>“</strong><strong>Required<strong>“</strong></strong>. You can also mark fields required only for moving to specific pipelines or stages.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.43.54.png" alt=""></figure>
<p style="text-align: justify">Learn more about <strong>r</strong><strong>equired fields </strong>and how to configure them in <a href="https://support.pipedrive.com/article/required-fields" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">Important fields<br><a name="important-fields"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The <strong>important</strong><strong> fields</strong> feature is one of the many useful features of Pipedrive’s Professional and Enterprise <a href="https://support.pipedrive.com/hc/en/articles/115005938909-What-features-do-the-Pipedrive-plans-have-" target="_blank" rel="noreferrer noopener">plans</a>. Setting up and editing the important fields can only be done by <strong>global</strong> <strong>admin users</strong>.</div>
<p style="text-align: justify">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. <br></p>
<p style="text-align: justify">To configure them, click on the <strong>“</strong><strong>Edit field”</strong> option and toggle the option for <strong>“</strong><strong>Important<strong>“</strong></strong>. You can also mark fields important only for specific pipelines or stages.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2018.49.47.png" alt=""></figure>
<p style="text-align: justify">You can find more information and a video tutorial about <strong>important fields</strong> in <a href="https://support.pipedrive.com/article/important-fields" target="_blank" rel="noreferrer noopener">this article</a>.</p>

Data fields in Pipedrive

custom-fields

default-fields

Default fields

system-fields

System fields

pipeline-specific-custom-fields

Pipeline-specific custom fields

required-fields

important-fields

Important fields

Use formula fields for quicker, easier calculations.

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>This feature is only available on Professional and higher plans.<strong> </strong>Formulas fields are made with lead/deal custom fields, but they can only be used in deals. Calculations are not available for leads, even if the field has a formula. <br></div>
<p style="text-align: justify">Formula fields are an effective way to cut down time spent making calculations manually. Here’s how you can use them with Pipedrive. </p>
<hr>
<h2 style="text-align: justify">Where to find formula fields<a name="where-to-find-formula-fields"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Company accounts are limited to ten formula fields each.</div>
<p style="text-align: justify">Go to <strong>Settings &gt; <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">Data fields</a> &gt; Add custom field </strong>to create a new field. </p>
<p style="text-align: justify">Formulas can be applied to two field types: numerical and monetary. Toggle on <strong>“Apply formula to deals”</strong> to add a formula when creating new fields.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:911px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-03%20at%2010.14.48%20AM.png" width="911" height="456" alt=""></figure>
<p style="text-align: justify">Here are the inputs available for formula fields and how to use them: </p>


<table><tbody><tr><td><div style="text-align: justify"><strong>Symbol</strong></div></td><td><div style="text-align: justify"><strong>Usage</strong></div></td><td><div style="text-align: justify"><strong>Example</strong></div></td></tr><tr><td><div style="text-align: justify">#</div></td><td><div style="text-align: justify">Define the field used as a variable in the formula.</div></td><td><div style="text-align: justify"><strong>#</strong>Deal value*10</div></td></tr><tr><td><div style="text-align: justify">+ , -</div></td><td><div style="text-align: justify">Add or subtract values</div></td><td><div style="text-align: justify">#Deal total activities <strong>–</strong> #Deal completed activities</div></td></tr><tr><td><div style="text-align: justify">* , /</div></td><td><div style="text-align: justify">Multiply or divide values</div></td><td><div style="text-align: justify">#Deal value<strong>/</strong>100</div></td></tr><tr><td><div style="text-align: justify">( )</div></td><td><div style="text-align: justify">Left and right brackets are used to group values and operators</div></td><td><div style="text-align: justify"><strong>(</strong>#Deal value/100<strong>)</strong> <strong>–</strong> #Deal weighted value</div></td></tr><tr><td><div style="text-align: justify">%</div></td><td><div style="text-align: justify">Allows calculation using a percentage of a chosen field</div></td><td><div style="text-align: justify">#Deal value <strong>–</strong> 10<strong>%</strong> (will subtract 10% of the deal’s value)</div></td></tr></tbody></table>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Field-Formula.png" alt=""></figure><div class="support-note success primary"><strong>Note: </strong>All formulas must contain a <strong>“#”</strong> followed by an input field (ex. Deal value.) Otherwise, the formula will be invalid.<br></div>
<hr>
<h2 style="text-align: justify">How it works<a name="how-it-works"></a></h2>
<p style="text-align: justify">After a formula is created, you’ll choose whether to apply the formula to new deals or new and open deals. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Add-Deal-Add-Custom-Field.png" alt=""></figure>

<div class="support-note success primary"><strong>Note: </strong>Formulas will only run if the selected input field has a value (e.g. if a deal is not assigned a probability, a formula using this field will return a null value with the message <strong>not calculated.</strong>)</div>
<p style="text-align: justify">In the above example, the formula is deal value divided by 100. When applied to a deal, it looks like this: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:646px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-03%20at%2011.21.42%20AM.png" width="646" height="542" alt=""></figure>
<p style="text-align: justify">The number on top is the deal value, 1000. The number below is the deal value divided by 100, shown in the custom formula field. </p>
<hr>
<h2 style="text-align: justify">Adding a formula to existing deals<a name="adding-a-formula-to-existing-deals"></a></h2>
<p style="text-align: justify">If you apply a formula to new <em>and</em> open deals, you’ll see this window pop up: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:787px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-03%20at%2011.20.16%20AM.png" width="787" height="432" alt=""></figure>
<p style="text-align: justify">Click <strong>Confirm</strong>, and the window in the bottom left of your screen will confirm when the calculations are complete. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-03%20at%2011.20.33%20AM.png" alt=""></figure>
<p style="text-align: justify">Select <strong>View details</strong> to see a summary of the changes that were made. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:806px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-03%20at%2011.35.40%20AM.png" width="806" height="273" alt=""></figure>
<hr>
<h2>Re-calculation<a name="re-calculation"></a></h2>
<p style="text-align: justify">Formula values are automatically calculated and updated when:</p><ul><li>Formulas are created/edited</li><li>Deals are created</li><li>Deal fields included in the formula are edited</li><li>You recalculate a formula (in the deal detail or list view, or when bulk editing deals)</li></ul>
<p style="text-align: justify">However, they can be re-calculated by hovering over a value, either in a list view column or detail view sidebar, and clicking the refresh button. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/update%20calculation.png" alt=""></figure>
<p style="text-align: justify"><br>This can also be done using the bulk-edit tool. Select the items to re-calculate from your list view, then find the field on the right margin and select <strong>“Force recalculate,”</strong> or use <strong>“Recalculate if input is changed”</strong> to limit edits to fields where changes have been detected. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-07%20at%209.35.51%20AM.png" alt=""></figure>

Custom fields: formula fields

where-to-find-formula-fields

Where to find formula fields

how-it-works

How it works

adding-a-formula-to-existing-deals

Adding a formula to existing deals

re-calculation

Re-calculation

Decide who can edit which custom fields in your account.

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. </div>
<p style="text-align: justify">Creating custom fields is a great way to log data specific to your business, but maybe not every user on your team needs to change every field. </p>
<p style="text-align: justify">With <strong>read-only fields</strong>, you can make custom field data visible to users without them being able to edit it. </p>
<hr>
<h2 style="text-align: justify">Where to find it<a name="where-to-find-it"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Editing permissions can’t be applied to <a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener">formula fields</a> since solutions are calculated automatically. </div>
<p style="text-align: justify">When creating or editing a custom field, you can use the <strong>editing</strong> options to select which users can edit it based on permission sets.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/read%20only%201.jpg" alt=""></figure>
<p style="text-align: justify">In the list view of your fields, you can see which fields have editing restrictions and hover over the icons to see which users have access. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/read%20only%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">How it looks<a name="how-it-looks"></a></h2>
<p style="text-align: justify">Here’s a quick guide to how field access looks in different parts of Pipedrive.</p>
<p style="text-align: justify"><strong>Detail view</strong></p>
<table><tbody><tr><td><div style="text-align: justify"><strong>User type</strong></div></td><td><div style="text-align: justify"><strong>Status</strong></div></td><td><div style="text-align: justify"><strong>Appearance in detail view</strong></div></td></tr><tr><td><div style="text-align: justify">Regular user</div></td><td><div style="text-align: justify">Restricted</div></td><td><div style="text-align: justify"><strong>Edit</strong> button is greyed out, and hovering over it shows a note, <strong>“This is a read-only field.”</strong></div></td></tr><tr><td><div style="text-align: justify">Regular user</div></td><td><div style="text-align: justify">Unrestricted</div></td><td><div style="text-align: justify">Field is accessible for editing.</div></td></tr><tr><td><div style="text-align: justify">Deals admin</div></td><td><div style="text-align: justify">Restricted</div></td><td><div style="text-align: justify"><strong>Edit</strong> button is crossed out, and clicking on it shows a note, <strong>“This is a read-only field. To edit the data, make the field editable in field setup.”</strong> Click <strong>“in field setup”</strong> to navigate to the field editing screen,</div></td></tr><tr><td><div style="text-align: justify">Deals admin</div></td><td><div style="text-align: justify">Unrestricted</div></td><td><div style="text-align: justify">Field is accessible for editing.</div></td></tr></tbody></table>
<p style="text-align: justify"><strong>Field management view</strong><br></p>
<p style="text-align: justify">On the field management page, you can tell who can view a field based on the symbol alongside it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/read%20only%206.jpg" alt=""></figure>
<ul><li>A <strong>crossed-out pencil</strong> means the field is restricted to all users</li><li>A <strong>pencil with a number</strong> means that number of users can edit the field, and you can hover your cursor over the number to see which ones. </li><li><strong>No symbol</strong> means any user can edit the field</li></ul>
<p style="text-align: justify"><strong>List view</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Read-only fields only apply to the lead, deal, contact and activity list views.</div>
<p style="text-align: justify">When a read-only field is made into a visible column in the list view, the <strong>pencil icon</strong> for editing will be greyed out.</p>
<p style="text-align: justify">This also applies to bulk editing, where the dropdown menu for inaccessible read-only fields will be greyed out. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/read%20only%207.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Limitations<a name="limitations"></a></h2>
<p dir="ltr" style="text-align: justify">The goal of this feature is to reduce user error and avoid disrupting the existing integrations, automations, webforms and imports on the account. </p>
<p dir="ltr" style="text-align: justify">For that reason, the following <strong>can't</strong> be achieved with read-only fields: </p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify">workflow automation that changes a read-only field</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Webforms that allow end-user data into read-only fields</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">conversion of data from leads into read-only fields</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">data import into read-only fields</p></li><li dir="ltr">editing on mobile devices</li></ul>
<div class="support-note success primary"><div><strong>Note: </strong>If you need assistance with your fields, or you're unsure whether a function isn't working due to limitations, please <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">contact our support team. </a></div></div>

Read-only fields

where-to-find-it

Where to find it

how-it-looks

How it looks

limitations

Limitations

Set the grouping and order of your custom fields in the detail view.

<p style="text-align: justify">Pipedrive comes with a highly customizable approach to managing your sales process. With field groups, you can keep all your <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a> organized to help you save time and focus on what really matters: growing your business.</p>
<hr>
<h2 style="text-align: justify">How to organize custom fields<a name="how-to-organize-custom-fields"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with the “Edit custom fields setup” <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission</a> enabled.<br></div>
<p style="text-align: justify">Go to <strong>Settings &gt; Company &gt; </strong><strong><a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">Data fields</a></strong>. Navigate to the field entity tab (lead/deal, person, organization, product or project)<strong> </strong>and click <strong>“Organize fields”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/organize%20fields.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The <strong>“Organize fields”</strong> button will only be visible if there are custom fields created. </div>
<p style="text-align: justify">The <strong>organize fields modal </strong>will open. Here, you will see a list of the custom fields created for your entity.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Contacts (persons and organizations) can have some default fields reordered.<br></div>
<p style="text-align: justify">Click <strong>“</strong><strong>+ Field group” </strong>and choose a name for your new field group.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-25%20at%2017.54.53.png" alt=""></figure>
<p style="text-align: justify">Once you’ve chosen a name, drag the desired fields into the group to get your fields in the detail view organized.</p>
<div class="support-note success primary"><strong>Note:</strong> The fields that are not added to a field group will remain ungrouped in the detail view. Empty groups are hidden in the detail view. </div>
<p style="text-align: justify">To rename, delete or reorder the fields within the group, click on <strong>(...) </strong>to open the organize fields modal.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-26%20at%2016.11.59.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Detail view<a name="detail-view"></a></h2>
<p style="text-align: justify">Once a field group is created, a block of fields will be added to the entity <strong>details</strong> in the <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail view</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-26%20at%2016.04.57.png" alt=""></figure>
<p style="text-align: justify">You can expand or collapse the entity details and field groups.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-09-26%20at%2017-32-46.gif" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Pinned fields are not supported in field groups.</div>
<p style="text-align: justify">The number next to the group name indicates the fields that contain information vs. the total of fields in that specific group.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-26%20at%2017.07.12.png" alt=""></figure>
<p style="text-align: justify">If you have permissions, you can <strong>rename</strong>, <strong>reorder</strong> or <strong>delete</strong> the field group from the detail view. Click on <strong>(...) </strong>to open the organize fields modal.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-26%20at%2016.05.46.png" alt=""></figure>
<p>Learn more about custom fields in <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article</a>.</p>

Field groups

how-to-organize-custom-fields

How to organize custom fields

Learn about the data fields available for use when importing.

<div class="support-note success primary"><strong>Note: </strong>For an in-depth guide to spreadsheet importing, check out <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">When you’re importing spreadsheets into Pipedrive, it’s important to know which fields are available for you to move your spreadsheet data into. </p>
<hr>
<h2 style="text-align: justify">Starting your import<a name="starting-your-import"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>If you don‘t have a spreadsheet to work from, we provide sample spreadsheets that you can access on <a href="https://support.pipedrive.com/article/importing-sample-import-spreadsheets" target="_blank" rel="noreferrer noopener">this page. </a></div>
<p style="text-align: justify">To initiate a spreadsheet import, go to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/import/history" target="_blank" rel="noreferrer noopener">Import data</a> &gt; From a spreadsheet. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.03.17.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How fields are organized<a name="how-fields-are-organized"></a></h2>
<p style="text-align: justify">In the import window, there are seven data categories that represent your available field types. </p>
<ul><li>Person</li><li>Organization</li><li>Lead</li><li>Deal</li><li>Activity</li><li>Note</li><li>Product</li></ul>
<p><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.07.40.png" alt=""></figure>
<p style="text-align: justify">In each field type category, the fields are listed alphabetically (including custom fields.) </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.16.05.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Default fields <a name="default-fields"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Project data can‘t be imported currently.<br></div>
<p style="text-align: justify">For <strong>leads, deals, </strong><strong>people, organizations </strong>and<strong> products</strong>, the available default fields for import can be found in the <strong><a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">data fields</a></strong> section of your settings under each category.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.24.26.png" alt=""></figure>
<p style="text-align: justify"><strong>Activities and notes</strong></p>
<p style="text-align: justify">Activities don‘t appear in the data fields section of your account, but you can see the available import fields in the import mapping screen. <br></p>
<p style="text-align: justify"><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.27.4.png" alt=""></figure>
<p style="text-align: justify"><br><br>Note fields can also be found in the import mapping screen. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2026.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Custom fields <a name="custom-fields"></a></h2>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>Activities and notes don’t have custom fields available. For more information about custom fields, check out <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p style="text-align: justify">In addition to default fields, custom fields can be mapped when importing data into your Pipedrive account. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.12.6.png" alt=""></figure>
<p style="text-align: justify"><strong>Formula fields</strong></p>
<div class="support-note success primary"><strong>Note: </strong>For more information about formula fields, check out <a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener">this page. </a><br></div>
<p style="text-align: justify">You can import values using formula fields, and have the calculations performed during the import. </p>
<p style="text-align: justify">In this example, the <strong>number of clients</strong> field has a formula of <strong>deal value + 10</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/import%20fields%208.jpg" alt=""></figure>
<p style="text-align: justify">In the imported document, there is a column for deal value (10) and a column called <strong>numerical field</strong>, representing the <strong>number of clients. </strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.54.49.png" alt=""></figure>
<p><strong><br></strong>After the import, the deal value of <strong>10 </strong>can be seen, as well as the number of clients being <strong>20</strong>. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.58.08.png" alt=""></figure>

Import fields

starting-your-import

Starting your import

how-fields-are-organized

How fields are organized

<p style="text-align: justify">The lead source fields for your deals and leads enhance data-driven capabilities. You can manually enter the source or have it automatically populated when a lead or deal is added.</p>
<p style="text-align: justify">This ensures that the same data is attached to your business opportunity, even if it is later converted or archived.<br></p>
<hr>
<h2 style="text-align: justify">Why are source fields important?<a name="why-are-source-fields-important"></a></h2>
<p style="text-align: justify">The <strong>Source</strong> field structure provides a comprehensive overview of where your leads or converted deals originate and how this data is integrated into Pipedrive.</p>
<p style="text-align: justify">This applies whether you use Pipedrive add-ons like <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster</a>, <a href="https://support.pipedrive.com/article/web-visitors-feature" target="_blank" rel="noreferrer noopener">Web Visitors</a>, <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, <a href="https://support.pipedrive.com/article/pipedrive-marketplace-apps-integrations" target="_blank" rel="noreferrer noopener">Marketplace integrations</a> or other tools of your choice.
</p>
<h3 style="text-align: justify">Key Benefits<a name="key-benefits"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Centralized Source Data</strong></div></td><td><div style="text-align: justify">Maintain all source-related data throughout your sales cycle in one place.</div></td></tr><tr><td><div style="text-align: center"><strong>Performance Tracking</strong></div></td><td><div style="text-align: justify">Use Insights to track the performance of various Lead/Deal sources.</div></td></tr><tr><td><div style="text-align: center"><strong>ROI Analysis</strong></div></td><td><div style="text-align: justify">Identify which sources convert into the most deals and analyze won/lost deal ratios.</div></td></tr></tbody></table>
<h3 style="text-align: justify">Practical Examples<br><a name="practical-examples"></a></h3>
<ul><li>Identify which specific web form (web form ID) is generating the most won deals.</li><li>Determine which specific email campaign (campaign ID) is bringing in the most won deals.</li></ul>
<h3 style="text-align: justify">Enhanced Automations<a name="enhanced-automations"></a></h3>
<ul><li>Quickly follow up on open opportunities by understanding their sources.</li><li>Choose the best approach based on the Lead or Deal source.</li><li>Build workflow automation based on the source, reducing manual and repetitive tasks.</li></ul>
<hr>
<h2 style="text-align: justify">Where can I find the source fields?<a name="where-can-i-find-the-source-fields"></a></h2>
<p>You can find them on the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail’s view</a> sidebar.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-05-20%20at%2020.14%20copy.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Source fields structure<a name="source-fields-structure"></a></h2>
<table><tbody><tr><td><div style="text-align: center"><strong>Field</strong></div></td><td><div style="text-align: center"><strong>What it means</strong></div></td><td><div style="text-align: center"><strong>Values</strong></div></td><td><div style="text-align: center"><strong>Is it editable?</strong></div></td></tr><tr><td><div style="text-align: center"><code>source_origin</code></div></td><td><div style="text-align: center">How the data was added to Pipedrive</div></td><td><ul><li>Manually created</li><li>Import</li><li>API</li><li>Automation</li><li>Marketplace</li><li>Prospector</li><li>Lead suggestions</li><li>Web forms</li><li>Chatbot</li><li>Live chat</li><li>Web visitors</li><li>Campaigns</li><li>Messaging Inbox</li></ul></td><td><div style="text-align: center">No, it’s populated by Pipedrive’s default system</div></td></tr><tr><td><div style="text-align: center"><code>source_origin_id</code></div></td><td><div style="text-align: center">How the data was added to Pipedrive</div></td><td><p style="text-align: justify">Unique ID value. E.g, the ID of a Pipedrive form</p></td><td><div style="text-align: center">No, it’s populated by Pipedrive’s default system</div>
<div class="support-note success primary"><strong>Note: </strong>Can be edited via API</div></td></tr><tr><td><div style="text-align: center"><code>source_channel</code></div></td><td><div style="text-align: center">The sales or marketing tool that added data to Pipedrive</div></td><td><div style="text-align: center">Multiple options list defined by an admin user</div></td><td><div style="text-align: center">Admins user can edit or delete values</div></td></tr><tr><td><div style="text-align: center"><code>source_channel_id</code></div></td><td><div style="text-align: center">The specific item from the sales or marketing tool that added data to Pipedrive</div></td><td><div style="text-align: center">Custom value</div></td><td><div style="text-align: center">Yes</div></td></tr></tbody></table>
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<h2 style="text-align: justify">Setting up the default source channel list<a name="setting-up-the-default-source-channel-list"></a></h2>
<p style="text-align: justify">Admin users can edit the <code>source_channel</code> field in <strong>Company</strong> <strong>Settings &gt; <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">Data fields</a></strong>. Admins can add or remove source channels to reflect the channels and tools in use.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-23%20at%2014.16.11.png" alt=""></figure>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> If an admin deletes a source channel from the list of values, it will be removed from all records (open, won, lost, archived deals/leads) along with the connected source channel ID. Before deleting a source channel, use list view filters to identify where the value appears. Update these records as necessary to avoid unintentional data loss.</div>
<h3 style="text-align: justify">Non-Editable Fields<a name="non-editable-fields"></a></h3>
<p style="text-align: justify"><code>source_origin</code> and <code>source_origin_id</code> are system-generated fields. These can't be edited and serve as system information to assist with data management and maintenance.</p>
<h3>Editable Fields<a name="editable-fields"></a></h3>
<p style="text-align: justify"><code>source_channel</code> and <code>source_channel_id</code> can be edited by all users, either individually or in <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">bulk</a>. The <code>source_channel</code> is selected from predefined values in the <code>source_channel</code> dropdown menu.</p>

Lead source in deals

why-are-source-fields-important

key-benefits

Key Benefits

practical-examples

Practical Examples

enhanced-automations

Enhanced Automations

Why are source fields important?

where-can-i-find-the-source-fields

Where can I find the source fields?

source-fields-structure

Source fields structure

setting-up-the-default-source-channel-list

non-editable-fields

Non-Editable Fields

editable-fields

Editable Fields

Setting up the default source channel list

Learn how to use Pipedrive with sample data and pre-configured setup.

<p style="text-align: justify">Pipedrive is renowned for its high level of customization. To ensure Pipedrive serves as a CRM solution tailored to your team’s specific needs, we provide <strong>sample data</strong> and a customized pipeline setup.</p>
<p style="text-align: justify">Sample data is a pre-configured set of sample records and information used to demonstrate a system’s features and functionality. It allows users to explore and test the system in a realistic but risk-free environment.</p>
<p style="text-align: justify">These features enhance your Pipedrive experience by streamlining processes, saving time and reducing effort, ultimately leading to a higher deal closure rate.</p>
<hr>
<h2 style="text-align: justify">Tailored setup<a name="tailored-setup"></a></h2>
<p style="text-align: justify">Understanding that not all customers possess extensive CRM knowledge, we aim to simplify the onboarding process.</p>
<p style="text-align: justify">Upon signing up, you’ll receive a brief questionnaire regarding your company size and industry to better understand your business needs.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/aae6b07ea028bee82be447dd012eabc9.png" alt=""></figure>
<p style="text-align: justify">Once you provide this information, we’ll configure Pipedrive to meet your specific requirements.</p>
<p style="text-align: justify">Additionally, we’ll include <strong>sample data</strong> for you to test and experiment with, allowing you to see how to use Pipedrive effectively. You can identify the sample data by the keyword <code>[Sample]</code> at the beginning of each deal, contact person, organization and activity.</p>
<p style="text-align: justify"> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2013.32.41.png" alt=""></figure>
<p style="text-align: justify">By clicking on the <strong>“Quick help”</strong> icon <strong>[?] </strong>at the top right, you can see the status of the sample data and other tips for helping you get started with Pipedrive.</p>
<p style="text-align: justify">Learn how Pipedrive data is organized in <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">Remove sample data<a name="remove-sample-data"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to <a href="https://support.pipedrive.com/article/global-user-management#global-permissions" target="_blank" rel="noreferrer noopener">global admins</a>.<br></div>
<p style="text-align: justify">After configuring your sales machine and becoming proficient with Pipedrive, you can remove the sample data.</p>
<p style="text-align: justify">There are three ways to do it:</p>
<ul><li>From the <strong>“Quick help”</strong> tab by clicking the <strong>[?] </strong>icon<strong> </strong>at the top right</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2014.57.35.png" alt=""></figure>
<ul><li>From the import page</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.00.49.png" alt=""></figure>
<ul><li>From the Insights section</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.03.47.png" alt=""></figure>
<p style="text-align: justify">After removing your sample data, you can create your own records directly on Pipedrive or <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import data from a spreadsheet</a>.</p>

What is sample data?

Data fields

Organizing your data

Knowledge Base

Organizing your data

Deals

Data fields

List view

Detail view

Filtering

Activities

Contacts

Got any questions?