Personalize your PipelineDeals account with custom fields specific to your business. A company, deal, and person-level custom fields allow you to track data specific to your industry, company, process, or personal workflow. These custom fields will default to being editable by all users but administrators have the option to lock the field so only administrators and executive users can edit it.
Company Custom Fields: Create custom fields to track industry, size, revenue, or other unique attributes for the companies and accounts with whom you do business.
Deal Custom Fields: Create custom fields to track product interest, additional sales and forecast numbers, or sales process fields related to your business opportunities.
Person Custom Fields: Create custom fields to track unique attributes for your relationships like a date field for birthdays, a pick-list of hobbies, or other personalized information.
Managing custom fields
Admins can set up custom fields in Account Settings > Custom Fields. To add a Custom Field, click on the appropriate tab for the type of custom field you wish to make (Company, Deal or Person), then click +New (company/deal/person) field and choose the Custom Field type you want to create.
By default, all of your custom fields will be ungrouped and listed on the right. You can choose to set up custom field groups for better organization of your custom fields, which you can navigate through on the left to review the fields in those groups.
To edit or delete an existing custom field, mouse over the name of the field and select either the edit icon, which looks like a pencil and paper, or the delete icon, which looks like a trash can.
Creating new custom fields
From the tab for the category you wish to create a custom field for, click on the +New (company/deal/person) field. If you are in a custom field group when you click on this button, the new field will automatically be added to that group. From there, you can create a custom field of the type best suited to the data you wish to track:
- Number field: Stores numerical characters only. This is ideal for items such as the number of locations, number of employees, etc. The only characters aside from numbers that will save are a leading "-" to indicate a number is negative (such as "-50") and a single decimal point (such as "3.14"). You can choose to have this amount totaled on any reports that include this field. For anything that requires other characters, including parentheses and hyphens in the middle of numbers, you'll want to use a text field.
- Text field: Stores any character. This is an excellent field for anything from names to addresses, text-based descriptions, or any other information you'd like to be able to enter free-form. The downside to this is that it can be harder to filter by this column as you must match the data as it is entered in the field to have it match. For example, if you type "Product 1" but the item as entered as "Product One", they won't match up.
- Currency field: For any money-based number. Automatically populates with the currency symbol used on the account, so entering that is not necessary. Negative values are allowed. As with the number field, you can choose to have this amount totaled on any reports that include this field.
- Dropdown field: Creates a list of limited selections from which you can only pick one. This works great for things like region or industry, where there are limited options. Makes filtering very easy, as you can just select the option that you would like to see.
- Picklist field: Like a dropdown, but it allows you to select more than one option from the list. This is ideal for things like product interest, trade shows regularly attended, things like that. Like with dropdowns, it's straightforward to filter by.
- Date field: Allows you to select from a calendar interface a specific date which includes day, month, and year. Great for things like founding date, birthdate, etc.
- Single association field: Allows you to directly link to one company in your PipelineDeals system. This is great for tracking things like Parent Company.
- Multiple association field: Allows you to link to multiple companies in your PipelineDeals system. Use this to track subsidiaries, franchises, or branch locations.
- Forecast field: Forecast is an automatically generated calculation field. It provides a dollar value by multiplying the Deal Amount $ field by the Probability %.
- Boolean field: Boolean fields have values of True or False. These values can help you organize and filter your list views.