Pipeline CRM Help Center

Calculated fields allow you to have the data in your custom fields calculated from data hosted in other fields. Calculated fields currently support system and custom fields that are numeric, currency, and date fields.

Creating Calculated Fields

To create a Calculated Field, you must be an Administrator for your account

1. Go to Custom Fields in Account Settings

2. Click to add a new field for the desired record type and select Calculated Field from the dropdown.
 

3. From there you will give the field a name and select a custom field group if you desire.

4. To calculate, select a function first. You can choose from sum, subtract, multiply, divide, Arithmetic and Comparison functions. Then, select the fields to calculate, system or custom. Separate each field with a comma and close the parentheses.

To select a system or custom field, you can type @[Name of the field]

5. Finally, you will choose the output value. 

Once the custom field is saved it will automatically calculate the values that are already entered. You can return to your saved list, add the newly created column, and see the calculated field in action!

Types