How Do I Add A New Column To Pipedrive
Here is how you can add, create or manage columns in Pipedrive:
- Navigate to and open the type of items you wish to view.
- To view columns and add new ones, enter the List viewing mode from by top left.
- Locate the small gear icon at the end of all headings on the right side. Click to view options.
- Notice two divisions of headings marked as Visible and Not Visible, you can customize and select which ones you would like to show up in the list view.
- Additionally, you can create and add a new column from the + Custom field option.
- Click on + Custom field and then select the type of item you wish to add a field for.
- Enter the name and type for the new field.
- Click on Save.
- By default, the new field created is visible. To customize and manage many columns, go to the gear icon again.
- Select and optimize the fields for the best viewing experience.
- You now know how to create, add and manage which columns show up in the list view.