How To Add Or Remove Field In Pipedrive

Quick summary

This tutorial shows how to add or remove custom fields in Pipedrive using Company Settings and the Data fields section. Sales teams can tailor their CRM data structure by creating new fields or deleting unused ones directly from the deal or lead detail view.

Steps

1. Go to the profile icon at the top right corner.
2. Select Company settings from the dropdown menu.
3. Locate Data fields in the left sidebar menu under Company Settings.
4. Pick which tab you wish to add a new data field to.
5. Click on the + Custom field button to add a new field.
6. Enter the details for your new field.
7. Click Save when done.
8. Confirm the new field is visible in the list.
9. Open an item's detailed view to see the new field appear inside it.
10. Click on the three dotted icon for more options on any field.
11. Select Customize fields from the options menu.
12. Click on the Bin icon to delete a field, or use + Custom field to add another one from here.
13. Review the field usage overview and click Delete to confirm removal.
14. You now know how to add and remove a custom field in Pipedrive.