PipelineDeals Help Center
Account Administrators can customize the order of the fields shown when entering new Companies, Deals, and People as well as change whether or not a field is required.
To do so, you can either:
- Click on the "Form Preferences" link at the bottom of the New Company, New Deal, or New Person form.
- Or visit the Add/Edit Form page under Account Settings by clicking on either your avatar or initials in the upper right hand corner (1), selecting Account Settings (2), clicking on “Add/Edit Forms” on the left-hand side (3), and selecting which form to change (Company, Deal, or Person) at the top of the page (4).
From there, you can reorder your fields by clicking on the name of the field you want to move, then dragging and dropping it. Mousing over a field will darken your selection and show an icon that looks like three lines on the left hand side of the field name. Click, drag, and drop the field into the position you want to change the order of your fields.
If you want to hide a field from your form, drag and drop the field from the “Displayed fields” section to the “Hidden fields” section.
You can also choose whether or not to make a field required in order to save an entry by checking the box beneath “Required” for the field you want to make required. Keep in mind that if you make a field required, you won't be able to save an entry unless you have something in that field. Fields that are hidden cannot be required.
You can find any fields you put under the "Other Fields" section by clicking on the arrow next to "Other Fields" at the bottom of the appropriate form to expand that section.