Pipedrive Custom Fields

Pipedrive provides a customisable approach to managing your sales process. While default fields are available for managing your deals, leads, contacts, projects, and products, you can add specific fields unique to your company's needs as custom fields.

Custom fields allow you to document specific information, organise, and filter data based on these fields within Pipedrive.

Adding Custom Fields

1. Go to: Settings > Company > Data fields, and click “Add custom field.”
2. Select: Lead/deal, Person, Organisation, Product, or Project.
3. Name and Select: 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 be customised according to your data needs.

Field Properties

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

• Always visible in detail view (pinned): The custom field always appears in the item’s detail view, whether or not a value is added.
• Appears in add view: The custom field always appears in that item’s “Add new” dialog.
• Appears in project detail view: The custom field always appears in a project's detail view, whether or not a value is added.
• Pipeline (for lead/deal custom fields only): Hide fields from specific pipelines to declutter the deal detail view.

Quality Rules

• Required fields: Mark fields as required to ensure your team enters crucial deal data. Users will see a reminder if the field is empty.
• Important fields: Marks a field as “important” in all or specific pipelines and stages. Read more about important fields here.

Adding Custom Fields from Detail View

Custom fields can also be added directly in the detail view of an item:

1. Go to Details > Customise fields > +Add a new field.

Viewing Custom Fields

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

• Detail View: Custom fields are found in the DETAILS section.

• List View: Click the gear icon to select the custom field in the “Choose columns” section and click “Save” to make it visible.

• 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 Function: Custom fields can be mapped to columns in your spreadsheet during importing. Learn more about importing here.

Updating Custom Fields

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

• Edit: Change the custom field name, properties, and important fields at any time. The field type cannot be changed once created.
• Reorder: Change the display order of your custom fields. The changes will apply to the Add new and detail views.

• Delete: Deleting your custom field removes the field and its existing data from your Pipedrive account.
• Copy API Key: Copy your custom field’s API key for integration purposes. Learn more about using the API here.

Custom Field Grouping

Organise custom fields into groups for easier access:

1. Add a New Group: Click “+ Field group” while creating or editing a custom field.
   
2. View Groups: Your fields can be viewed in groups or in a standard list view.