Creating custom pipeline fields

Here's how you can create custom pipeline fields to track additional details related to your process:

• Not sure what a pipeline is? Learn more here.
• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can customize the pipeline and add custom fields. If you don't see that option, you'll need to contact an admin on your account.
• Next, select the desired pipeline name. Note that it is possible to have more than one pipeline, and the pipeline name(s) you see may vary depending on your account customization.
• Under the "Custom fields" section, click the button "Create a new custom field."
• Choose the appropriate field type, and enter the desired name.
  • Not sure which field type to select? Learn more about custom field types here.
• If you select a Dropdown or Checkbox list, enter the appropriate options. To the right of each option, select a color to add color-coding if desired.
• If you select an Email, Phone, Address, or Website field, select whether you’d like to allow multiple entries. For Email, Phone, or Address fields you can also give the types different labels.
  
  • Note that emails cannot be logged based on a custom pipeline Email field. If you'd like to log emails, you'll need to use the default Email field on the contact or company instead.
• If desired, use the option to make the field required.
• Or, select to set a default value and enter, or select, a default value to appear in the field. Note that this is not an option for Email fields, Address fields, Phone fields, Website fields, File fields or Contact link fields.
• Hit "Create custom field" to add the new field, and once created you can click and drag the new field to reorder it.
• Repeat this process as needed to create additional pipeline fields. Examples of custom pipeline fields include a checklist of required documents, products of interest, amount of a sale, or a target completion date.
• Not sure if you should add a custom pipeline field or a custom contact field? Learn more about the differences between pipeline fields and contact fields here.