Knowledge Base

Pipedrive offers a highly customizable approach 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 custom fields.

With custom fields, you can document specific information needed to customize your data and organize and filter it in Pipedrive based on these fields.

Adding custom fields

Go to Settings > Company > Data fields, and click “Add custom field.” The field can be added under Lead/deal, Person, Organization, Product or Project.

In the window that appears, name the field and select the type 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.

You can learn about the types of custom fields available in this article.

Field properties

When adding a custom field, you can choose the places where the field is shown in Pipedrive.

Quality rules

Where else can I add custom fields?

Custom fields can also be added in the detail view of an item by going to Details > Customize fields > +Add a new field.

Viewing your custom fields

You can add, view, or delete custom field values in the following places within Pipedrive.

Detail view

In the detail view, any custom fields can be found in the DETAILS section.

List view

Click on the gear icon to the right of the table and select the custom field in the “Choose columns” section. Click “Save” to make that custom field column visible in the list view.

Add new dialog

If the “Show in add new dialog” option is marked as “Yes”, the custom field will appear in the “Add new” modals.

Import

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 mapping page.

Read more about importing in this article.

Updating your custom fields

To change your custom fields, go to Settings > Company > Data fields and click the "...” button next to your custom field.

Edit

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.

Reorder

You can change the order in which your custom fields are displayed.

After clicking on “Reorder” you’ll be prompted with a window where you can change the order of fields. The changes will be applied to the Add new view and detail view.

Delete

Deleting your custom field will delete the field and its existing data from your Pipedrive account.

Copy API key

You can copy your custom field’s API key. For more information on how to use the API, you can look at ourAPI documentation.

Custom field grouping

You can organize your custom fields into groups, making it easier to find the field you need.

To add a new custom field group, click ”+ Field group“ while creating or editing a custom field.

After you create your group, you can see it in your data fields.

You can view your fields in groups or in a standard list view.

Custom field statistics

Admin users may not always know where a field is used or what data might get lost if they delete fields.

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.

To view the field stats, admin users must click on the field to open the edit view. Then, at the bottom-left corner, click “View field stats”.

Then, a prompt will be displayed with the field stats. With this information in mind, you can either go back to edit the field or delete it.