Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

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How to create custom fields in Pipedrive

Here is how to create custom fields in pipedrive

First click on "Profile" button in the top right corner of the header
Then click on "Company settings" option in the dropdown menu under COMPANY OVERVIEW section
Next click on "Data fields" item in the left sidebar menu
Then click on "Custom field" button in the main content area
Next click on the field name input box and give your field a name
Then choose a group in the Field group section
Then click on "Select type" dropdown in the Field type section
Then choose the field type you want to add
Finally click on the "Save" button in the bottom right corner of the form

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Why should you create custom fields in Pipedrive

Pipedrive is a user-friendly CRM designed to streamline sales processes and enhance productivity.

The ability to create custom fields in Pipedrive is a powerful feature that allows users to tailor data entry to their unique business needs.

By customizing fields, businesses can organize and categorize information in a way that aligns perfectly with their sales pipeline, ensuring that every team member has access to the most relevant data at a glance.

This adaptability not only improves efficiency but also facilitates more informed decision-making, ultimately driving better sales outcomes.

Last update

January 6, 2026

Tutorials