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Support Center

How can I add contact fields to the Add Deal prompt?

Note: This action is only available to Admin Users.

To add contact fields into your Add Deal dialog, go to Settings > Customize fields in your Pipedrive account, and click on the Choose fields button next to 'Display and capture additional contact fields in deal dialog'.
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You can then drag and drop the additional fields from the 'Fields not shown' side over to the "Fields shown' side in the window that is prompted.

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Once saved, these fields should now show up in the Add Deal dialog. 

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