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Add custom fields to make sure all the info is there

Deals and Contacts all have default fields — such as Name — set up by Pipedrive, but you can also add new custom fields to your Pipedrive account. For example, you could add 'Job Title' as a custom field under Contacts and be able to filter your contacts based on a certain job title.

To customize fields for people, organizations, and deals, you can go to Settings > Customize > Customize fields to add and edit fields to fit your needs.

You can also specify that a custom field be always visible on sidebar of the Detail View and also when adding data, in order to ensure that you are always able to add your important information. You may wish to learn more about custom fields and the types of available custom fields.


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