Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on "Profile" button in the top right corner of the header
2. Then click on "Company settings" option in the dropdown menu under COMPANY OVERVIEW section
3. Next click on "Data fields" item in the left sidebar menu
4. Then click on "Custom field" button in the main content area
5. Next click on the field name input box and give your field a name
6. Then choose a group in the Field group section
7. Then click on "Select type" dropdown in the Field type section
8. Then choose the field type you want to add
9. Finally click on the "Save" button in the bottom right corner of the form
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Why should you use this feature?
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
December 15, 2025
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